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JMAColorado
Level 1

shipping/handling on invoice

Add a shipping field to invoices

3 Comments 3
Rustler
Level 15

shipping/handling on invoice

you can not add the field, you have to use an item

 

service item called shipping which posts to an income account, I use one called pre-paid shipping income

vpcontroller
Level 11

shipping/handling on invoice

@JMAColorado

 

In QBO, they do have an option to add a Shipping field on Invoice form.

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shipping_field.PNG


You will need to enable this from the gear sales settings.
(Gear on the top corner > Your Company > Account and Settings > Sales > Sales form content > Shipping > On > Save).


You can select Shipping account from the gear advanced settings.
(Gear on the top corner > Your Company > Account and Settings > Advanced > Chart of accounts > Shipping account > Select account > Save).

kensequipmentrepair1
Level 1

shipping/handling on invoice

in shipping account, what account should be selected?

then does it automatically go to the selected account?

Do i seperate parts purchased upfront for the job from shipping expenses for those parts or add it all together making it 1 total charge?

 

i almost always have to buy parts upfront for a job and with that i pay shipping/freight charges. i invoice my customer for the job plus parts and shipping of those parts to be reimbursed...

 

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