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Jacki--Bourassa
Level 1

How do I add a shipping option on my invoices?

 
2 Comments 2
Chrea
Level 8

How do I add a shipping option on my invoices?

As I know you have to provide shipping options before the invoice is sent. What kid of business do you run? Ecommerce or else?

Erika_K
QuickBooks Team

How do I add a shipping option on my invoices?

You can enable the Shipping feature in your Account and settings to manually add shipping options to your invoices, Jacki.

 

This feature enables you to manually add open-text fields such as Shipping date, Tracking number, destination, Ship via, and Shipping fees to sales forms. Let me guide you on how you can turn on this feature: 

 

  1. From the Gear icon, select Account and settings.
  2. Go to the Sales tab.
  3. Under the Sales form content, toggle the Shipping option.
  4. Click Save and then Done.

 

For additional context, I'll add an image showing the options available once the Shipping feature is enabled.

 

New Layout:
image.png

 

Old Layout:
image.png
 

Moreover, if you're referring to adding different shipping methods to your invoices directly, I suggest exploring third-party applications that support this functionality. You can find such apps on the QuickBooks App Store.

 

Additionally, I've also compiled a set of resources that provide detailed information on processing customer refunds, managing invoice payments, and sending statements to show customers their summaries:

 

 

Finally, if you have follow-up questions about managing your invoices, click the Reply button. We'll be here to lend a helping hand.

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