Sales
To input shipping details in an invoice
- Select “Sales” from the navigation menu.
- Click “Create Invoice“.
- Input the invoice details.
- Select the “Shipping Details” tab.
- Input the shipping details
- Shipping Details: Select the address options using the drop-down menu from
- Auto: Shows the saved addresses of the client in their file with a priority of showing the secondary address.
- Don’t show: Conceals any addresses on the invoice from the client’s view.
- Show the main client details: Shows the main address of the client as the shipping address on the invoice.
- Show secondary client details: Shows the secondary address of the client as the shipping address on the invoice.
- Shipping Options: Select from your pre-set shipping options.
- Note that this field is only visible if you have Shipping Options added.
- For more information on adding shipping options, please refer to the tutorial “Adding a Shipping Option“.
- Note that this field is only visible if you have Shipping Options added.
- Shipping Fees: Add the shipping fees or find it automatically filled based on the selected shipping option.
- Warehouse: Select the warehouse from which the products are shipped.
- “Select Warehouse Per Item” checkbox: Check in case different products are shipped from different warehouses and select the warehouse in the item selection table under the column “Store”.
- Note that the “Warehouse” field is only visible if you have more than one registered warehouse.
- For more information, please refer to the tutorial “Creating a Warehouse“.
- Note that the “Warehouse” field is only visible if you have more than one registered warehouse.
- “Select Warehouse Per Item” checkbox: Check in case different products are shipped from different warehouses and select the warehouse in the item selection table under the column “Store”.
- Shipping Details: Select the address options using the drop-down menu from
- Proceed with the invoice creation and save the invoice.