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Matteo_S
January 12, 2024
Solved

new layout shipping charges

  • January 12, 2024
  • 1 reply
  • 0 views

hello

we can't seem to find the "shipping charges" option in the new layout when creating an invoice.

The Shipping toggle is turned on in the settings, and I can see shipping charges above the total in the our custom form, however when I go and edit the invoice it doesn't show. 

 

is this a bug or are we missing something?

 

thanks

    Best answer by CarlSJ

    Thank you for letting us know about this concern, Matteo_S.

     

    I can see that you've already turned on the Shipping fee option, however, I'd still like to give you the complete process to make sure it was properly saved. Here's how:

     

    1. Go to +New icon, and choose Invoice.
    2. Click Payment options drop down ▼ and locate More options.
    3. Then, enable Shipping fee.
    4. Hit Save.


    However, if you don't have this field on your invoices, let's check if it's a browser related issue. We can start by opening your account in a private window as it ignores historical data. These are the keyboard shortcuts:

     

    • Mozilla Firefox: CTRL + Shift + P
    • Microsoft Edge: CTRL + Shift + N
    • Google Chrome: CTRL + Shift + N
    • Safari: Command + Shift + N


    If you're able to see the Shipping fee option when editing your invoices, then it's safe to say that it's being caused by your browser. You'll want to clear your regular browser cache.

     

    Furthermore, you can also check out this article to learn how to send invoices over time as you work off an estimate in the future: Set up and send progress invoices in QuickBooks Online.

     

    Please feel free to reply if you have any invoices or QuickBooks-related concerns. Have a great day ahead.

    1 reply

    C
    CarlSJAnswer
    January 12, 2024

    Thank you for letting us know about this concern, Matteo_S.

     

    I can see that you've already turned on the Shipping fee option, however, I'd still like to give you the complete process to make sure it was properly saved. Here's how:

     

    1. Go to +New icon, and choose Invoice.
    2. Click Payment options drop down ▼ and locate More options.
    3. Then, enable Shipping fee.
    4. Hit Save.


    However, if you don't have this field on your invoices, let's check if it's a browser related issue. We can start by opening your account in a private window as it ignores historical data. These are the keyboard shortcuts:

     

    • Mozilla Firefox: CTRL + Shift + P
    • Microsoft Edge: CTRL + Shift + N
    • Google Chrome: CTRL + Shift + N
    • Safari: Command + Shift + N


    If you're able to see the Shipping fee option when editing your invoices, then it's safe to say that it's being caused by your browser. You'll want to clear your regular browser cache.

     

    Furthermore, you can also check out this article to learn how to send invoices over time as you work off an estimate in the future: Set up and send progress invoices in QuickBooks Online.

     

    Please feel free to reply if you have any invoices or QuickBooks-related concerns. Have a great day ahead.

    P
    poursteady
    May 15, 2024

    We are having the same problem as outlined by the original customer - we cannot see the shipping field in our QB invoices after the recent updates. 

     

    I followed the steps outlined and the "Shipping Fee" field is greyed out - we cannot choose it. 

     

    Is this because we are using an older template? What else can I do to troubleshoot this issue so that we can add shipping to our invoices as before?

      Candice C
      Candice C
      May 15, 2024

      Hey there, @poursteady. 

       

      Thanks for joining in on this thread. 

       

      Let's try some additional troubleshooting to help resolve the issue. 

       

      Step 1:

       

      1. Click on the Gear icon.
      2. Pick Accounts and Settings.
      3. Tap Sales.
      4. Refer to the Sales form content and make sure that the Shipping box is checked.

       

      Step 2: Check on your Custom Forms Styles section and make sure that the Shipping box is checked.

       

      1. Hit the Gear icon.
      2. Choose Custom Forms Styles.
      3. Select a template and click on the Content tab.
      4. Click on the upper section of the template.
      5. Under the Display portion, make sure that the Shipping box is checked.

       

      Reach back out and let us know if these helped/worked for you and your business. I'll be waiting for your response! 

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