Small and medium business | Business Central, N...

Billing for freight on an invoice

(0) Share

Report

Posted on by Micheleish

105

I feel like I should be able to figure this out, but I can't LOL.

Does BC allow invoices to show the freight being charged, not using a line on the invoice, but in the totals under Subtotal, and how is that entered without adding a line in the invoice? Is this possible? I've looked at all of the Report (1306) and do not see a total for Shipping.

Does this type of requirement/request need customization?

Thanks,

Michele

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (7)

Answers (0)

Suggested answer

DAnny3211 11,397 on at

Like (0)

Report

hi

look this

community.dynamics.com/.../freight-and-shipping

DAniele

Was this reply helpful? Yes No
Suggested answer

Dallefeld 211 User Group Leader on at

Like (0)

Report

Without an add-on, Business Central does not provide any way to bill for freight other than entering as a line. You can enter as a GL account, an Item-NonInventory or Service type or as a Charge (Item).

Was this reply helpful? Yes No
Suggested answer

Inge M. Bruvik 1,105 Moderator on at

Like (0)

Report

Even though you have to enter the freight as an invoice line you can have your invoice layout customized to display it the way you like.

Your partner should be able to help you with that. The can build a report that skips showing your specific item or G/L Account used for freight in the line section of the invoice and display that amount in the total section instead.

Was this reply helpful? Yes No
Suggested answer

Manan_Shah 1,459 on at

Like (0)

Report

Hi Micheleish,

Without customization it's not possible. If you are using any G/L account for Freight charges you need to add it on sales line. And Please ask your development partner to hide that g/l account line on Invoice Report layout so it will not print on report. And still you get fright charge in Invoice total.

Hope this will help.

Many Thanks,
Manan

Was this reply helpful? Yes No
Micheleish 105 on at

Like (0)

Report

Thank you everyone for the replies. I think I will be customizing this, but now we have another request to separate the tax, and I do not see this possible either. Is there a way to separate the tax, like below?

Was this reply helpful? Yes No
Suggested answer

Dallefeld 211 User Group Leader on at

Like (0)

Report

The standard invoice does breakdown the sales tax information. You probably have customized over it. Go back to the standard and I think you will find the sales tax information you need.

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 95,329 Super User 2025 Season 2 on at

Like (0)

Report

Hi, You can refer to the standard report below.

It has separate taxes.

Thanks.

ZHU

Was this reply helpful? Yes No