How do I add shipping and handling to orders and invoices?

First, you need a sales order. From there, you can add shipping and handling manually or set up automations by changing customer settings.

🚚 Add shipping and handling manually

During Order Entry:

• Once you're in a Sales Order Management screen in either Add or Edit mode, scroll to the Summary section. 

• Enter Shipping and Handling charges. They will appear in line (d) on the right and reflect in the Total Amount below.

• Click Save.
  

• Click Yes.

Here's what it looks like on the printed Sales Order Report:

On Invoices:

• The related Invoice will already have this information, but it is currently uneditable.
  

• Change to Edit mode.

• In the Summary section, edit the Shipping and Handling Charges.
  

• Click Save.

• Click Yes.

Here's what it looks like on the printed Invoice Report:

⚙️ Automate shipping and handling charges

To apply standard S&H automatically, you can assign rules to individual customers that will apply to all of their future orders.