Adding travel expenses to an invoice
Billing an approved trip on to a client, and why an approved trip is the only kind you can bill.
In the editor, choose the travel option and Steerd offers the trip costs that can be billed to this client.
Only approved trips
A trip becomes billable once it has been approved and sealed. That is not a workflow preference: an approved trip has a sealed report behind it, with the per diems and receipts fixed at the values that were approved. Billing an unapproved trip would mean putting numbers on an invoice that could still change underneath it.
If a trip you expect is missing, check its status first. See the Travel pages.
What arrives on the invoice
The components you select become ordinary invoice lines. You can rename them, reorder them, or delete them afterwards, exactly like any other line.
Whether travel costs carry VAT follows the invoice's tax treatment, like every other line. On a reverse-charge invoice they are AE at 0% along with everything else.
The allocation, and one thing it blocks
Billed trip components are allocated to the invoice, so they cannot appear on a second one.
This also blocks reverting the trip: while a trip's costs sit on an invoice, Steerd refuses to send that trip back for editing, because doing so would change numbers that a client has already been billed for. Canceling the invoice with a correction releases the components and unblocks the trip.