How to Add Delivery Charges & Other Charges to an Invoice

Feature Overview

Adding delivery and additional charges to invoices in myBillBook billing software allows businesses to manage expenses like shipping, handling, or custom services efficiently. This ensures accurate billing and improves customer transparency by including all related costs on the invoice.

Business Use Cases

• Retail Businesses: Add shipping charges for online orders.

• Service Providers: Include setup or installation fees.

• Wholesalers: Charge for bulk packaging or special delivery services

Steps To Add Delivery And Additional Charges

Step-by-Step Instructions:

1. Access the Invoice Creation Screen:

   • Open the myBillBook application on your device.

   • Navigate to the ‘Sales’ tab and select the ‘Create Invoice’ option.

2. Add Items to the Invoice:

   • Search for and add all the required items or services to be billed to the customer.

3. Enable Additional Charges:

   • Click on the Add More Details option at the bottom-left corner of the invoice creation screen.

   • Click on the + Additional Charges button.

4. Enter Charge Details:

   • Provide the details of the additional charge:

     • Name: Enter a description, such as "Delivery Charge" or "Packing Fee."

     • Value: Input the amount to be charged.

     • GST (if applicable): Select the relevant GST rate if the charge is taxable.

5. Save and Generate the Invoice:

   • Review the invoice details, including the additional charges.

   • Click on Save to finalize and share the invoice with the customer.

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FAQs on Adding Delivery And Additional Charges