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Customer Forum

Invoicing for shipping charges

External Posted: 2012-09-26 07:58

What is the recommended practice for adding shipping costs to an invoice? Would this be done through a custom field on the invoice record? (Or is it better done on the order?) Or should shipping be added as a line item, meaning I must add a "Shipping" product? 

None of these options seems intuitive - I hope I'm missing something obvious about how WB handles shipping costs, although a keyword search of the knowledge base didn't turn up anything.

Thanks very much!

 
Workbooks Support Posted: Tue, 02.10.2012 - 20:58

Hi

As you've identified, it's possible to add shipping costs in different ways but the most common approach is to create a Product record for shipping and add it as a Line Item. Typically our customers want this to appear on a Quotation record so that their customers know what the overall cost will be and then the Order and Invoice are generated using the Copy Document functionality so that the Line Item appears there too.

 

 
External Posted: Wed, 03.10.2012 - 07:42

Thanks for that information! I'll add Shipping as a product, as suggested.