Record Shipping on Invoices
Track the shipping amount passed on to your customer and the amount your business paid to ship the product.
- If applicable, click
in the Tax field to change whether the tax will be calculated on shipping for this invoice only (the default setting can be changed in Preferences under the Invoice tab or, for Canada, the Tax tab).
- Add the amount being charged to the customer in the Shipping field.
-
Create an entry in Expenses for the actual postage amount your business paid to offset the income collected.
A Product Order tab will appear when Direct Ship or Guest Checkout is chosen as the invoice Sale type.
Click the Product Order tab and enter the amount that was charged for shipping in the Shipping field.
An expense entry for the cost of shipping the product will then automatically be added to expenses using the Postage category on all Direct Ship and Guest Checkout invoices.
Tip: You can edit the invoice to add your shipping cost or edit the Received order that was created in the Inventory Order form to add the shipping and make any other necessary adjustments.