Sales
- Click on “Sales” from the main menu.
- Click on “Create Invoice”.
- For more details on how to create a new invoice, refer to the “Creating a Sales Invoice” guide.
- Below the item table in the invoice, click on the “Shipping Details” tab.
- Shipping Details dropdown: You can choose to show the client’s shipping address by selecting one of the following options:
- Auto: Show one of the addresses registered in the client’s profile, with secondary address priority.
- Don’t show: Hide the shipping address from the invoice.
- Show the main client details: Show the main client address as the shipping address on the invoice.
- Show secondary client details: Show the secondary client address as the shipping address on the invoice.
- Shipping Option: Select the desired shipping option from the dropdown menu.
- Note: Shipping options must be set up first for this feature to appear in the shipping details section.
- Taxes: Select the tax that is applied to the total value of the shipping added to the invoice.
- Shipping Fees: Fees that are added to the total invoice, representing the shipping service to the client.
- Warehouse: Select the desired warehouse to deduct the quantities of the items listed in the invoice.
- You can click on the “Select warehouse per item” checkbox to activate the option to select the warehouse for each item in the invoice.
- Note: The option to select the warehouse requires the presence of more than one warehouse in the account.
- You can click on the “Select warehouse per item” checkbox to activate the option to select the warehouse for each item in the invoice.