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How to set up auto-freight disclosure on invoices
How to set up auto-freight disclosure on invoices
Updated over a year ago

Relevant to: Buyers

Navigation tree: Transactions > Orders

How to setup auto-generated freight disclosures on invoices

To include the freight disclosure notice on sales tax invoices and RCTIs:

  1. Create a new order and select a contract on the order form.

  2. Tick the 'Include freight disclosure on invoice' checkbox.

  3. At the bottom of the field enter the freight distance and freight rate.

CreatingOrder.gif

Creating an order that auto-generates the freight disclosure on invoices

Now, invoices that contain deliveries onto that order will include a freight disclosure notice on the invoice.

For information on whats included in the freight disclosure, refer here.

NB: For Contract to Contract order types, the freight disclosure notice can be controlled independently at the origin and destination ends of the order to the user control of the freight disclosure notice at a contract level.

How to create a custom freight disclosure on invoices

Users can also create custom freight disclosures on invoices by adding or editing an invoice comment by following the steps set out here.

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