Add taxes and charges to invoice

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Tips

When creating an invoice, you can add taxes and other charges to the invoice header and to individual line items.

Related topics

Create invoice header

Add items to invoice (for contract items)

Search for items to add

Edit invoice items

Add taxes and shipping

Add item to invoice (for non-contract items)

Submit invoice for approval

About invoicing permissions

Screen details
To display the Add Taxes & Charges screen, click Add Header Taxes & Shipping on the Invoice Items screen or the invoice Summary screen.

When adding taxes or charges to a line item, the line item number displays above the Taxes section; when adding taxes or charges to the invoice header, this area is blank.

To add taxes, select the tax Location and enter the tax Amount.
To add shipping charges, select the Ship From and Ship To locations, and enter the Shipping Charge.
To add handling charges, enter the Amount.
To add other charges, enter the Amount.
To view details of the tax or charge type, click the associated Type link.
To save your entries, click OK; to return to the previous screen without adding taxes or charges, click Cancel.