You can add shipping details to an invoice when you need to ship materials or products to your client:
- Click Invoices in the left sidebar and open the invoice you want to add shipping details to.
- Click Edit to open the invoice editor.
- In the right sidebar, find the Shipping section and toggle it on.
- Fill in the shipping details:
- Shipping Fee -- the cost of shipping, which is added to the invoice total.
- Ship Date -- the date the shipment is expected to go out.
- Ship Via -- the carrier or shipping method (e.g., UPS, FedEx, USPS).
- Tracking Number -- the shipment tracking number for your client to track delivery.
- Save the invoice.
The shipping fee is added as a separate line in the invoice totals. The shipping details are visible on the invoice detail page in the right sidebar under Shipping Details.
To remove shipping from an invoice, toggle the Shipping switch off in the editor.
On the Mobile App
- Open an invoice or create a new one from the Invoices tab.
- Scroll down and tap More Options.
- Tap Shipping to open the shipping settings.
- Fill in the details:
- Shipping Fee -- added to the invoice total.
- Ship Date -- when the shipment goes out.
- Ship Via -- the carrier (UPS, FedEx, etc.).
- Tracking Number -- so your client can track delivery.
- Tap Done to save.
The shipping fee appears as a separate line in the invoice totals. On the invoice detail screen, shipping details are shown in the Shipping Details section.