This article provides a step-by-step guide for Solo users who need to manage client reimbursements efficiently. It explains how service providers can categorise purchases made on behalf of clients, ensuring smooth reimbursement. The process involves setting up two new categories—Reimbursement Expense and Reimbursement Income—and properly recording transactions. An example scenario of a virtual assistant buying a hairdryer for a client illustrates how to track expenses and invoice clients correctly. The article also highlights the importance of using the correct tax codes and consulting an accountant for personalised advice.

Need to get reimbursed and wondering how to handle it in Solo? We've got you covered! 

Are you a Solmate who buys bits and pieces for your clients? Need to get reimbursed and wondering how to handle it in Solo? We've got you covered! 💡

First things first, you'll need to set up two categories:

👉 Tap More > scroll down to Categories > tap on All Categories > then create two new categories:
📌 Reimbursement Expense (set as an Expense category)
📌 Reimbursement Income (set as an Income category)

Make sure both are marked as N-T for the tax code, this part is super important.

Next step is to add it all into Solo then get that invoice out!

Imagine you’re a virtual assistant for a hairdresser and you need to buy a $100 hairdryer for your client. Here’s what you’ll need to do:

1️⃣ Purchase the hairdryer and record the $100 payment under \"Reimbursement Expense.\"
2️⃣ You then invoice your client for $100, categorising it under \"Reimbursement Income.\"
3️⃣ Once your client pays the invoice, everything balances out, and it’s effectively cleared.

We always recommend double-checking with an accountant though, just to make sure everything correct for you specific needs 😊

Need to get reimbursed and wondering how to handle it in Solo? We've got you covered! 

Are you a Solmate who buys bits and pieces for your clients? Need to get reimbursed and wondering how to handle it in Solo? We've got you covered! 💡

First things first, you'll need to set up two categories:

👉 Tap More > scroll down to Categories > tap on All Categories > then create two new categories:
📌 Reimbursement Expense (set as an Expense category)
📌 Reimbursement Income (set as an Income category)

Make sure both are marked as N-T for the tax code, this part is super important.

Next step is to add it all into Solo then get that invoice out!

Imagine you’re a virtual assistant for a hairdresser and you need to buy a $100 hairdryer for your client. Here’s what you’ll need to do:

1️⃣ Purchase the hairdryer and record the $100 payment under \"Reimbursement Expense.\"
2️⃣ You then invoice your client for $100, categorising it under \"Reimbursement Income.\"
3️⃣ Once your client pays the invoice, everything balances out, and it’s effectively cleared.

We always recommend double-checking with an accountant though, just to make sure everything correct for you specific needs 😊

This article provides a step-by-step guide for Solo users who need to manage client reimbursements efficiently. It explains how service providers can categorise purchases made on behalf of clients, ensuring smooth reimbursement. The process involves setting up two new categories—Reimbursement Expense and Reimbursement Income—and properly recording transactions. An example scenario of a virtual assistant buying a hairdryer for a client illustrates how to track expenses and invoice clients correctly. The article also highlights the importance of using the correct tax codes and consulting an accountant for personalised advice.