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Hi team,
We are wholesaler business, we have some customers far away so we do delivery for them.
Can we add automatic fuel leave with the percentage of sales amount on the invoice?
I really appreciate any help you can provide.
Search for recurring sales lines and create a new one:
mine is called “FREIGHT”:
add a line like this, you can just about see an “Amount” column. Fill in as you need:
Go to the customers list and assign the freight code. You will need to do this for all customers so consider configuration packages for mass import
Assign the freight code:
and alter these settings on the line:
Check out recurring sales lines. Accessed from the sales document or from the customer card. This will allow the freight line to be added automatically: docs.microsoft.com/.../sales-how-work-standard-lines
Hi josh
I am really appreciated for your prompt response.
It is possible to charge item for customer card all the invoices.
Because I dont want to item base, I want to specific some customer automatic freight on the invoice.
Because our sales rep forget to add most of the times. Thanks.
Try out item charges: docs.microsoft.com/.../payables-how-assign-item-charges
You can have a fixed charge applied per customer. Either use recurring sales lines or customer invoice discount (service charge). Nothing as standard will add a fixed % of the overall invoice value
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