cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 3

How to add "Shipping" charge to the invoice template, in the summary, not as line-item?

Hi, we need to charge customer the shipping cost. I'd like to customize the invoice template to show shipping charges in the "summary" section, a layout like shown below:

Screenshot.png

 

I googled around, seems that everybody is talking about creating an item, call it "Shipping", and add it to the item list section instead. 

 

Just wondering is there a way to add this NOT as a line item?

 

Any comments/suggestions are appreciated!

 

 

 

5 Comments
Highlighted
Anonymous
Not applicable

How to add "Shipping" charge to the invoice template, in the summary, not as line-item?

I checked around and this doesn't appear to be an option.

Highlighted
Level 3

How to add "Shipping" charge to the invoice template, in the summary, not as line-item?

Seems that this is do-able in QBO, but not in QB Desktop, sad... :smileysad:

 

Anyway, thanks for confirming this.

Highlighted
Level 3

How to add "Shipping" charge to the invoice template, in the summary, not as line-item?

Just chat with QB Tech Support, and got confirmed that this is a "NO WAY".

 

Can't believe this is something implemented in QBO, but got disregarded in QB Desktop. Feels that INTUIT is trying to push everyone of us onto QBO?

 

Highlighted
Anonymous
Not applicable

How to add "Shipping" charge to the invoice template, in the summary, not as line-item?

RE: Just chat with QB Tech Support, and got confirmed that this is a "NO WAY".

 

Right.

 

RE: Can't believe this is something implemented in QBO, but got disregarded in QB Desktop. 

 

It didn't really happen that way.  QB Desktop was around for years before QB Online.  QB Online implemented invoices differently in many ways, and in most aspects with less functionality, not more.  You like this particular difference, but others either don't care or like the way desktop does it just fine.

 

RE: Feels that INTUIT is trying to push everyone of us onto QBO?

 

At one point they were, but I have heard that has changed as they've finally realized that a 1) matching the feature set for desktop in a browser based app is a herculean task that'll never happen, 2)  there is a huge percentage of the potential customer base that wants to keep their accounting in house, not online, and has very good reasons for that.

 

Given the relatively expensive QB Online pricing (easily 3 - 5x the cost of desktop, sometimes much more), it's hard to accuse them of really trying to move the existing desktop customers.  If they were that hell-bent, online would be better and cheaper in most ways.  It's neither.

Highlighted
Level 1

How to add "Shipping" charge to the invoice template, in the summary, not as line-item?

The real issue with using "shipping" as a line item is that tax is automatically applied. It doesn't make sense to charge the customer sales tax on a shipping charge. You can manually change tax to non tax, but it is a bit clunky to have to do so. It also looks cleaner to have it just under tax at the bottom right hand corner. Similar to the original post (just right under rather than right over, as again tax is not applied to this cost.) Intuit if you're listening please add shipping as a function similar to tax. That would be awesome. Thanks!

Need to get in touch?

Contact us