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ben-seider-yonda
November 24, 2023
Question

How do i get my invoices to have a shipping fees box?

  • November 24, 2023
  • 1 reply
  • 0 views
Currently my invoices don't have a field for shipping? My sales receipts do have one and am just not sure how to get one for my invoices?

1 reply

AldritchM
AldritchM
November 24, 2023

It's good to see you here on the Community page, Ben!

 

I'd be delighted to provide information about adding the shipping fee to the invoice form.

 

Just to clarify, did you manually enable the shipping option for sales form content? If so, the shipping box should appear for the invoice and sales receipt form. Here's how you check:

 

  1. Select the Gear icon, then  Account and Settings.
  2. Click the Sales on the left.
  3. Choose within Sales form content.
  4. Place a checkmark next to Shipping.
  5. Select Save and Done.

 

After doing these steps you can wait for a while for the page to load up, open a new invoice, and see a box for the shipping cost.

 

If the shipping box still won't show up. I'd suggest logging into your QuickBooks Online account through a private or incognito window so you'll have the box for shipping in the invoice form. If it works, return to your regular browser and clear its cache. If not, use other supported web browsers. The current one you're using may have a temporary issue with QuickBooks. 

 

As a workaround, utilize the custom fields it also allows you to get back to working order.

 

You can check this article to learn how to assign a class to a shipping charge: Assign a class to a shipping charge.

 

If you need more assistance with the functionality of sale forms, don't hesitate to reply. I'm always around to help you!

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ben-seider-yondaAuthor
November 25, 2023

Thanks Aldritch. That seems to have worked.

 

I have a follow up question though. How do i get quickbooks to charge tax on the shipping in those states (in the USA) where shipping is taxable.

I can see the field for 'tax on shipping' but it is not calculating a tax on th shipping even to state where it should?

I have set up the taxes and it is calculating tax on the table products in my invoice just not on the shipping.

 

Thanks,

Ben

JessT
JessT
November 25, 2023

I'm glad to hear that the instructions provided by my colleague seem to have resolved your initial concern, Ben.

 

Regarding your follow-up question about tax on shipping in states where it should be applicable, I recommend reaching out to the QBO Support team directly. They can assist in investigating why the tax on shipping is not being calculated, and provide guidance on how to ensure that it is applied correctly in the states where shipping is taxable.

 

Thank you for your understanding, and please feel free to reach out if you have any further questions or need additional assistance.

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