IN: We want to customise the invoice, in which we want to bill the reimbursement expenses (Like frieght, loading/unloading charges).How can we add this field without GST,

ranjit · ‎September 26, 2019

We want to charge Freight to our customer in the invoice which we have paid on their behalf, there is no field in the invoice to add freight charges and there is also no provision to create/add the field like this, it should not cover under GST

Kindly let us know how can we add this field.

with best regards,

Ranjit Singh

Rustler · ‎September 26, 2019

two options

create a service item which posts to an income account, pre-paid shipping and use that on the customer invoice

or

check gear>settings>company settings>expenses>bills and expenses and turn on make expenses and items billable
check mark to track billable expenses and items as income
then in company settings>advanced>chart of accounts click the edit pencil and select the billable expense income account

Why intuit separated the two related settings is anyone's guess

When you enter a vendor bill/CC charge/etc, you will see a Billable check mark box, check that and select the customer name in the customer block. The next time you invoice your customer, the system will show billable expenses on the right side that you can click the add link to add the bill to the invoice. IF you do not want to add the bill to the invoice, leave the billable check mark box blank, the cost of the expense will still count against the customer

View solution in original post

Rustler · ‎September 26, 2019

two options

create a service item which posts to an income account, pre-paid shipping and use that on the customer invoice

or

check gear>settings>company settings>expenses>bills and expenses and turn on make expenses and items billable
check mark to track billable expenses and items as income
then in company settings>advanced>chart of accounts click the edit pencil and select the billable expense income account

Why intuit separated the two related settings is anyone's guess

When you enter a vendor bill/CC charge/etc, you will see a Billable check mark box, check that and select the customer name in the customer block. The next time you invoice your customer, the system will show billable expenses on the right side that you can click the add link to add the bill to the invoice. IF you do not want to add the bill to the invoice, leave the billable check mark box blank, the cost of the expense will still count against the customer