Overview:
This process will enable the user to add a delivery charge directly to an invoice rather than an order. It is particularly useful when freight is not included on a production or client order that has already been despatched. Note: Ensure that the export codes are already in MYOB or QuickBooks to enable successful exporting.
Create a dummy material or part code for freight charges, if one has not already been created. The code created for use for the ‘Freight’ account may also be used for this code.

Click on ‘Invoicing’ on the top Toolbar and select the Invoicing Parameters icon from the bottom of the menu.

Type the word FREIGHT in the field as shown below and press <F9> to save.

Now when the USER selects the Delivery button on an invoice a message pops-up (See below), click on Yes. You will then be prompted to save changes to the entry, click on Yes again.

The ‘Delivery Charge’ pane appears, enter the delivery amount (ex GST) and click OK.

The delivery code and amount has been added to the invoice.

Press <F9> to save.
Opto Software Pty Ltd Revised 13/02/19