Adding Shipping Charges to a Customer Invoice in Patriot Software

Accounting Help

Your Accounting Software questions answered here

How do I add shipping charges to a customer invoice?

As an Accounting Basic or Premium customer, you may want to charge your customers for shipping on your customer invoices.  Here’s how to add shipping charges:

  1. Review your Chart of Accounts (Settings > Accounting Settings > Chart of Accounts) and confirm the Income account you want to use for customer shipping.  Add a new income account, if needed.  You may also want to create an expense account for paying your shipping charges to your vendor.  For more details, see Setting Up Your Chart of Accounts.
  2. Add shipping as a product/service.  Select the income account you want to use.  For more details, see Setting Up Products and Services.
  3. When you create your customer invoice, add your shipping charge as a line item on the invoice.

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