Shipping Charges

Add shipping charges to Sales Orders and Invoices

Brenda Beckham avatar
Written by Brenda Beckham
Updated over a week ago

Shipping Charges

Shipping charges can be added to any invoice (other than deposit invoices). In addition, expected shipping costs can be specified during order confirmation and the cost shown on order confirmation PDFs and pro-forma invoices.

Expected Shipping for Sales Orders

You can specify a shipping charge to show on the order confirmation PDF (and use a default charge when invoicing) by clicking the edit (pencil) icon next to "Shipping cost".

Figure 1:

After clicking the edit (pencil) icon, you will see another screen where you can add the expected Shipping cost (net of tax). This will reflect on the order confirmation and proforma invoice documents.

Figure 2:

Tax will be applied to the shipping cost at the level set on the sale overall.

The shipping cost entered here will be used as the default shipping cost for any future invoice created for this sale.

Adding shipping charges to invoices

To add the shipping cost to an invoice, click on the edit icon (pencil in the top, right corner of the invoice) as shown in Figure 3.  Invoices can be accessed from the Transaction Related Documents area of your Sales Orders or from the left, main vertical menu.

Shipping charges cannot currently be included in order confirmations or Pro-forma invoices.

Figure 3:

After clicking the "pencil" to edit the invoice, the dialogue box appears where you can add Shipping cost.  See Figure 4:

Figure 4:

You add the shipping charges net of VAT/tax.

If you have linked your account with Xero or Quickbooks, you should add shipping charges to your invoice before pushing the invoice to Xero or Quickbooks.

Next steps

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