Importing Costs When Sending an Invoice

If you incur costs for your customer, you can easily add them to your invoice.

Firstly, save the costs in Gekko and link it to the customer. This way, Gekko knows which customer the costs belongs to.

Invoice

When creating a new invoice to send to you customer you can click on “+ Import lines” to import your costs. 

After clicking on "+ Import lines" you can overview the import screen you can quickly add the costs you made for your customer to the invoice. Pay attention to the following points.

1. Check the date selection of the costs that are being imported.
2. Check to see which customer is selected. If you have not yet linked your costs to your customer, then select 'No customer'.
3. Grouping of your costs can be: No grouping; by cost type; or All.
4. In the bottom left corner, check the Selected costs. When clicking on the selected costs you can expand the view and select which costs to include or exclude.

Email Attachments

Want to include the original receipt to your imported costs as well? You can do this after saving the draft of your invoice and going to the 'Email' tab of your invoice. At the bottom of the email tab you have a section of your Attachments. Here you can select to attach the cost proofs of your imported cost(s).