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Billing for freight on an invoice

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Posted on by 91

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

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 74,036 Super User 2024 Season 2 on at
    RE: Billing for freight on an invoice

    Hi, You can refer to the standard report below.

    pastedimage1672893657957v2.png

    It has separate taxes.

    pastedimage1672893645185v1.png

    Thanks.

    ZHU

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    Dallefeld Profile Picture
    Dallefeld 11,425 User Group Leader on at
    RE: Billing for freight on an invoice

    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.

  • Micheleish Profile Picture
    Micheleish 91 on at
    RE: Billing for freight on an invoice

    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?

    pastedimage1672844060804v1.png

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    Manan_Shah Profile Picture
    Manan_Shah 1,457 on at
    RE: Billing for freight on an invoice

    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 

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Billing for freight on an invoice

    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.

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 11,425 User Group Leader on at
    RE: Billing for freight on an invoice

    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).

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,272 Super User 2024 Season 1 on at
    RE: Billing for freight on an invoice

    hi

    look this

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

    DAniele

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