Editing billable extras

Editing a billable extra

You can edit a billable extra as long as it has not yet been invoiced (i.e. its status is Pending or Scheduled).

To edit a billable extra:

1. Navigate to the relevant booking.

2. Open the Funding section.

3. Find the billable extra you want to update and select Edit from the row actions.

4. Update any of the following fields:

   • Price — the amount for the extra

   • Tax rate — overrides the default rate from the expense type

   • Purchase date — the date the expense was incurred

   • Reference — an optional reference identifier (max 255 characters)

   • Note — an internal note for your team (max 5,000 characters)

5. Save your changes.

Note: If the billable extra has a status of Complete, you will not be able to edit it. You must raise a refund instead.