Let me share some steps on how to add shipping charges in the line item, Zeitel.
Before adding the shipping charges to your invoices, you'll need to create a service item and name it as a Shipping charges or you can also name it according to your preferences. Right after, you can now add it to your invoice transaction.
Here's how:
Step 1: Create a Service item for the Shipping Charges.
- Go to the Gear icon located at the top right corner.
- Under the Lists column, click Product and Services.
- Press the New dropdown and choose the Service option.
- Fill out the necessary field. You can name it as Shipping Charges.
- Once done, press Create new.
Step 2: Add the created Service item to your invoice.
- Go to the +New located at the top left corner.
- Under the Customers column, choose Invoice.
- Fill out the field provided.
- When selecting a product item, ensure that the item comes first before the created service item. Doing this will allow you to easily identify the shipping charges.
- Once done, click Save or Save and send.
After a customer pays an invoice, you can record this as Receive payments in QuickBooks.
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