Adding Shipping Information to an Invoice

  1. Click on “Sales” from the main menu.
  2. Click on “Create Invoice”.

  3. Below the item table in the invoice, click on the “Shipping Details” tab.
  • Shipping Details dropdown: You can choose to show the client’s shipping address by selecting one of the following options:
    • Auto: Show one of the addresses registered in the client’s profile, with secondary address priority.
    • Don’t show: Hide the shipping address from the invoice.
    • Show the main client details: Show the main client address as the shipping address on the invoice.
    • Show secondary client details: Show the secondary client address as the shipping address on the invoice.
  • Shipping Option: Select the desired shipping option from the dropdown menu.
  • Taxes: Select the tax that is applied to the total value of the shipping added to the invoice.
  • Shipping Fees: Fees that are added to the total invoice, representing the shipping service to the client.
  • Warehouse: Select the desired warehouse to deduct the quantities of the items listed in the invoice.              
    • You can click on the “Select warehouse per item” checkbox to activate the option to select the warehouse for each item in the invoice.
      • Note: The option to select the warehouse requires the presence of more than one warehouse in the account. For more details, refer to the Managing Warehouses guide.