Invoice only for carrier charge

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Posted on by PC-28020827-0

Trying to create invoice only for a carrier charge, I have issued the carrier code but how do I get it to invoice ?

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Dynamics 365 Finance

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Saif Ali Sabri 2,351 Super User 2025 Season 2 on at

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Creating an Invoice for Carrier Charge

Step 1: Verify Carrier Charge Configuration

Go to: Transportation management > Setup > Carrier > Carrier charges.

Ensure that the correct carrier code and charge details are set up.

Step 2: Add Carrier Charge to a Purchase Order or Sales Order

If the charge is related to a Purchase Order (PO):

Go to: Procurement and sourcing > Purchase orders > All purchase orders.

Select the relevant PO and click Charges (under the Invoice tab).

Add a new charge, select the Charge code for the carrier, and enter the amount.

If the charge is related to a Sales Order (SO):

Go to: Sales and marketing > Sales orders > All sales orders.

Open the order, go to Charges (under Invoice tab).

Add a new charge, select the Charge code, and enter the amount.

Step 3: Generate an Invoice for Carrier Charge Only

Navigate to: Accounts payable > Invoices > Invoice journal (for supplier invoices)
OR
Accounts receivable > Invoices > Free text invoices (for customer invoices).

Click New and select the appropriate Vendor/Customer.

Add a new invoice line:

Select a Charge account (GL account for freight).

Enter the charge amount.

Validate the invoice and post it.

Step 4: Confirm and Post the Invoice

Review the invoice under Posted invoices to confirm the charge has been billed.

This will create an invoice only for the carrier charge. If you're using Transportation Management, ensure the freight reconciliation process is completed before invoicing.

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