Shipping can be recorded on invoices to track both shipping charges billed to a customer and shipping costs paid by your business. For Direct Ship or Guest Checkout invoices, shipping costs paid to the company are recorded on the Product Order tab and automatically added to expenses.
Options:
Product Shipped From Your Inventory: Use this method if the items on the invoice are being removed from your inventory and shipped to the customer.
Product Shipped Directly From the Company: Use this method if the items on the invoice are being shipped directly from the company to the customer.
Product Shipped From Your Inventory
- Next to the Tax field, if applicable, select the edit button ... to change whether tax is calculated on shipping for this invoice. (The default setting can be changed in Preferences under the Invoices tab (or Tax tab for Canada).
- Add the amount to be collected to the Shipping field.
- When finished with the invoice, if necessary, choose whether to Print or Email the invoice, then click Save.
- Create an entry in Expenses for the actual postage amount your business paid to offset the income collected.
Product Shipped Directly From the Company
When Direct Ship or Guest Checkout is selected as the invoice Sale type, a Product Order tab will appear, allowing you to enter the amount your business paid the company to ship the items directly to your customer.
- Ensure that Direct Ship or Guest Checkout is selected from the invoice Sale type drop-down.
- If you are charging the customer for shipping, add the amount in the Shipping field above the Total on the Details tab. If you are not charging the customer for shipping, proceed to the next step.
- To account for the shipping charge, click the Product Order tab, and enter the amount the company charged for shipping in the Shipping field.
An expense entry will automatically be added to expenses using the Postage category for shipping the product on all Direct Ship or Guest Checkout invoices.
Tip: You can edit the order received in the Inventory Orders to add the shipping cost, which will then create the expense entry.
