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KomyStark
Level 1

Delivery Income

Hi All, how do i record Delivery Income received from my customer? 

I provide manual delivery to my customer which i charge a fee for. 


Solved
Best answer September 13, 2020

Best Answers
ChristieAnn
QuickBooks Team

Delivery Income

Hi there, KomyStark.

 

You can record the delivery income charge received from your customer as a shipping fee in the invoice. To start with, you'll need to turn on the Shipping option from the Account and settings page.

 

Here's how:

 

  1. Click the Gear icon at the left panel.
  2. Choose Account and settings. Then, go to the Sales tab.
  3. Choose Sales form content and make sure that the Shipping option is turn on.
  4. Hit Save and Done.

 

 

 

 

Once done, you can now go to the Invoice page and start entering the transaction with the shipping fee. I've attached a screenshot below for visual reference.

 

 

 

 

You'll also have the option to enter the delivery income received as a Service line item in the invoice. To do this, you'll need first to create a Service item from the Product and Services page. Please follow the steps below.

 

  1. Click the Gear icon and select the Products and services.
  2. Select the New button.
  3. Choose Service.
  4. Add a name. If you track SKUs, enter a SKU for the product.
  5. From the Category dropdown, select the category that best describes your product or service.
  6. Choose the I sell this product/service to my customers checkbox. If you don't sell the item, you can leave it unchecked.
  7. Enter an amount in the Sales price/rate field. Note: If you charge a variable rate for services, you can leave the Sales price/rate data field blank. Add the price when you fill out the invoice or sales receipt.
  8. Select the Income account dropdown and the account you want to use to track the sale.
  9. Click the Save and Close button.

 

 

 

For additional information, you can click this article: Add product and service items to QuickBooks Online.

 

Please check the articles below on how to receive and categorize invoice payments and how you can email or print more than one invoice in QuickBooks.

 

 

Please don't hesitate to drop a comment anytime if you have other concerns. I'm always here to help.

View solution in original post

1 Comment
ChristieAnn
QuickBooks Team

Delivery Income

Hi there, KomyStark.

 

You can record the delivery income charge received from your customer as a shipping fee in the invoice. To start with, you'll need to turn on the Shipping option from the Account and settings page.

 

Here's how:

 

  1. Click the Gear icon at the left panel.
  2. Choose Account and settings. Then, go to the Sales tab.
  3. Choose Sales form content and make sure that the Shipping option is turn on.
  4. Hit Save and Done.

 

 

 

 

Once done, you can now go to the Invoice page and start entering the transaction with the shipping fee. I've attached a screenshot below for visual reference.

 

 

 

 

You'll also have the option to enter the delivery income received as a Service line item in the invoice. To do this, you'll need first to create a Service item from the Product and Services page. Please follow the steps below.

 

  1. Click the Gear icon and select the Products and services.
  2. Select the New button.
  3. Choose Service.
  4. Add a name. If you track SKUs, enter a SKU for the product.
  5. From the Category dropdown, select the category that best describes your product or service.
  6. Choose the I sell this product/service to my customers checkbox. If you don't sell the item, you can leave it unchecked.
  7. Enter an amount in the Sales price/rate field. Note: If you charge a variable rate for services, you can leave the Sales price/rate data field blank. Add the price when you fill out the invoice or sales receipt.
  8. Select the Income account dropdown and the account you want to use to track the sale.
  9. Click the Save and Close button.

 

 

 

For additional information, you can click this article: Add product and service items to QuickBooks Online.

 

Please check the articles below on how to receive and categorize invoice payments and how you can email or print more than one invoice in QuickBooks.

 

 

Please don't hesitate to drop a comment anytime if you have other concerns. I'm always here to help.

View solution in original post

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