Knowledge Base Getting Started Frequently Asked Questions

How to add costs to a project

This article explains how to add costs, such as out-of-pocket expenses or mileage travelled, to a project so that you can rebill them to your client, if you have agreed that the client will cover the cost.

1 Bill

When you create a new bill, you have the option to link it to a project by choosing the project in question from the 'Link to Project' drop-down menu.

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You can then choose whether the bill should be charged on to your client, and if so, how.

If you won't be charging your client for the cost of this bill, choose 'No'. But if you are charging your client, choose whether that will be 'At cost', 'With a percentage markup', or 'At a specific price'. This last option allows you to, for example, charge your client £40 for a £39.99 bill.

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2 Expense

Similarly, you can choose to link an expense to a project.

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And whether to rebill, and if so, how.

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3 Mileage

You can also choose to rebill mileage to a project, and if so, how much you'll be charging your client per mile, since some clients pay more or less than the approved HMRC mileage rate.

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4 Bank payment

You can also choose to link a bank payment to a project.

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And whether to rebill it, and if so, how.

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How does FreeAgent work out the VAT on the rebill?

Note that when you rebill a cost, FreeAgent automatically charges the net amount plus VAT to your client.

Where can I see which costs I've rebilled?

You can see what expenses and other costs you've rebilled to a project by viewing it in the 'Projects' screen.

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