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Konachan
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04/13/11 5:44pm PDT
Viewed by asker 01/05/12 1:59pm PST

Adding Freight Charges to a Invoice Template

US QuickBooks Pro for Windows : 2011

How do you add shipping/freight charges to a Invoice template

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04/13/11 5:45pm PDT

 create a new item called "Shipping & Handling" and add it after the subtotal on your invoice.

If this answers your question, please click on "solved."

Why carry the stick if you're not going to stir the pot?
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Konachan
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04/13/11 5:47pm PDT

When you say "create", do you mean a product code item? 

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pvsuppliers
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04/13/11 5:49pm PDT

 correct. it should be an "other charge"

If this answers your question, please click on "solved."

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Konachan
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04/13/11 6:00pm PDT

How do you get it to appear in the Template and the Subtotal / Total column?  I only see Message, Subtotal, Sales Tax, Payments/Credits, Balance Due, Customer Total Balance, Job Total Balance and Long text as options.

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pvsuppliers
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04/13/11 7:04pm PDT
The solution

 it gets listed as a line item.  for example

1234 widget   1 @ $10    $10

2395 doohicky 2 @ $5.25  $10.50

subtotal                             $20.50

shipping & handling            $6.00

 

then the sales tax is on the bottom with the total.

If this answers your question, please click on "solved."

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Peggy1960
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12/23/11 5:19am PST

I'm creating a new invoice template that needs freight included. My subtotal is part of the footer with sales tax and total. Won't the freight charge be taxed if it's a line item?

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pvsuppliers
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12/23/11 5:37am PST

when you set up the item called "Freight," do not check the box that says "taxable."

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Peggy1960
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12/23/11 6:13am PST

Ok, did that. So, if I understand you correctly, the invoice subtotal should be set up as an item as well? This will leave only the Sales Tax and Total in the template footer? Is there anyway to put freight in to the footer below the sales tax item. This would be less confussing for the customer.

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Rustler
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12/23/11 6:15am PST

 The footer can only contain the fields that are listed on the footer tab, when are out of layout designer

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12/23/11 6:19am PST

You do not need to put the subtotal in the body as an item, it can just show up at the bottom. The shipping can not be put in the footer, sorry.

Hope this helps! If this answers your question, please click This solved my question, if not please ask more questions. Thankyou!
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12/28/11 2:45pm PST

You can put the shipping/freight value in the footer of the invoice if you use a third party product like CCRQInvoice (which my company produces). Note that you would have to talk to our sales department for a special version that handles this, as the one listed on our web site currently doesn't have that feature. And note that you would have to create a template using our template editor, which is more complicated.

We have you set up one "other charge" item for freight, and you add that to the invoice as you would any other item. However, when the printing program sees this particular item it will pull it out and print it in the footer, while automatically adjusting the subtotal so that it doesn't include that charge.

If this helped, please give a "thumbs up" or mark it Solved.
Charlie Russell
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http://wildflowers.russellramblings.com/
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12/31/11 6:05am PST

Please stop postinging questions and answers...

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CCRussell
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01/02/12 11:03am PST

????

You asked the question that started this???

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Konachan
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01/04/12 11:28pm PST

 In April 2011.  Look at the original post.... ..  Answer some current questions.  

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CCRussell
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01/05/12 9:47am PST

And other people asked further questions in December, which is what I and others have responded to. So those are current questions. Now, I do agree that the person who asked the subsequent questions should have created a NEW discussion, but they didn't and they deserve an answer. Unfortunately, this forum no longer has a way to "close" a discussion, a feature that we used to have...

If you prefer not to see the updates to this question you can "unsubscribe" from the discussion, then you won't see the updates. Although sometimes the unsubscribe feature is a bit hard to work with...

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01/05/12 11:44am PST
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Konachan, 

CCRussell, is trying to help and on 01/04 you indicated you needed more help with your question. Let's all play nice in the sandbox. 

Thanks,
Iram 

Please help me improve my performance by answering a short survey that will be emailed to you from the community. http://community.intuit.com
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