Hi, I'm looking to create a report that pulls up the shipping costs on invoices. I'm having trouble finding this, is it possible? And if yes, what kind of report should I use?
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Chloë
12/03/2020, 5:38 PM
Transaction saved search can accomplish this
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Ava
12/03/2020, 5:40 PM
Sorry, I should have been more clear. I have a report that pulls up the line items of the invoices and am looking to add the shipping expense as another line.
Ava
12/03/2020, 5:40 PM
I specifically want to do it as a report to have the 2D aspect of a report vs a saved search.
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Chloë
12/03/2020, 5:57 PM
When you say "shipping expense" do you mean the amount you're charging the customer for shipping? Or the amount you paid to ship to the customer?
Chloë
12/03/2020, 5:57 PM
If you're looking for what you charged the customer for shipping, do you add a shipping line item to the invoice?
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Ava
12/03/2020, 6:02 PM
Basically, we pass our shipping charges onto the customer. So we don't add a shipping line item, it's just reflected in the total on the invoice.
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Chloë
12/03/2020, 6:08 PM
Gotchya, for us when we charge customers shipping, we have an actual "Shipping" line item we add. Our sales reports show the shipping charge as an item, so how we would pull it in a report would be different than you. If you're doing it off of a sales report, I'd imagine you would be able to find the shipping amount under Sales-> and would probably be called "Shipping Amount"
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Ava
12/03/2020, 6:30 PM
Yup, that's what I thought! I tried it but don't see it 😞