cancel
Showing results for 
Search instead for 
Did you mean: 
kelsey4
Level 3

Is there anyway to automatically bring over a shipping charge from an estimate to an invoice instead of having to manually re-type in the shipping?

Solved
Best answer December 03, 2019

Best Answers
GarlynGay
Moderator

Hi there, kelsey4.

 

The shipping fee is automatically transferred to the invoice when the progress invoicing feature is turned off. If you're using this feature, you'll have to manually add the shipping fee on the invoices. 

 

This is the warning message you'll get when an estimate has a shipping fee:

 

 

As a workaround, you'll have to manually add a new service item for your shipping fee. You can follow the steps provided by MaryAnn. Then, add this item when creating an invoice. It'll be included on the customer's purchase list. You also need to make sure to identify if this service is taxable or not. 

 

If you're not using the Progress Invoicing, let's go ahead and turn it off:

  1. Click on the Gear icon.
  2. Select Account and Settings.
  3. In the Sales section, uncheck the Create multiple partial invoices from a single estimate box.
  4. Click on Save.

Let us know if you have other questions. We are here to help. 

View solution in original post

5 Comments
MaryAnn_E
QuickBooks Team

Hi there, @kelsey4.

 

To show the shipping charge from the estimate to an invoice, you can add it as a Product/Service item. I’ll give you the steps on how to create it on your end.

 

Here’s how to add the shipping charge:

 

  1. Go to the Plus icon.
  2. Select the Estimate.
  3. On the Estimate page, enter the necessary fields.
  4. In the Product/Service section, click the blank line and the drop-down arrow then tap Add new.
  5. On the Product/Service information page, select Service.
  6. On the Service page, type shipping charge as name and hit Save and close.'
  7. Select the created item service on the drop-down arrow under the Product/Service column.
  8. Enter the shipping charge under the Amount column align to the product.
  9. Hit Save.

 

After that don’t close the page, click the Create invoice button at the upper right side of the corner. On the Invoice page, you’ll see the shipping charge is attached.

 

I recommend this article for a reference about modifying invoices in QuickBooks: How to Customize Invoices in QuickBooks Online.

 

If you need further assistance, let me know. I'll be glad to help. Take care.

 

kelsey4
Level 3

Okay, great! Thank you... And does that affect anything differently than it would be put shipping charges in the actual "Shipping" box?

 

shipping charges.PNG

GarlynGay
Moderator

Hi there, kelsey4.

 

The shipping fee is automatically transferred to the invoice when the progress invoicing feature is turned off. If you're using this feature, you'll have to manually add the shipping fee on the invoices. 

 

This is the warning message you'll get when an estimate has a shipping fee:

 

 

As a workaround, you'll have to manually add a new service item for your shipping fee. You can follow the steps provided by MaryAnn. Then, add this item when creating an invoice. It'll be included on the customer's purchase list. You also need to make sure to identify if this service is taxable or not. 

 

If you're not using the Progress Invoicing, let's go ahead and turn it off:

  1. Click on the Gear icon.
  2. Select Account and Settings.
  3. In the Sales section, uncheck the Create multiple partial invoices from a single estimate box.
  4. Click on Save.

Let us know if you have other questions. We are here to help. 

View solution in original post

kelsey4
Level 3

Perfect, thank you so much for the explanation and help on this!

GarlynGay
Moderator

You are most welcome, kelsey4.

 

Let us know if you have other questions. 

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up