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Training Tidbit: Is there a way to split shipping proportionately on an invoice?

Did you know you can enter a detail line item for shipping on an invoice and have it split the amount proportionately between multiple line items already entered?

To split shipping proportionately, do the following:

  1. After all the other line items are entered in the detail for the invoice, add a new line item for shipping.
  2. Enter the percent sign (%) in the Split Percent field for that line item.
  3. Leave the Chart of Account Number field blank and complete the remaining fields with the appropriate description and amount.
  4. Save the invoice.

The system will expense the shipping charges proportionately to the expense accounts specified for the line items already entered and list a second line for each expense account with the correct amount for shipping.  For further instructions on entering invoices, refer to the Entering Invoices topic in the Help File.