Turn on estimated shipping for your project, add amounts to products, and see how shipping shows up in totals, invoices and purchase orders.
This article covers the new Schedules experience.
Turn on estimated shipping for your project
Estimated shipping is set once per project and applies to every schedule in it.
Open the ⋯ menu on any schedule and choose Estimated shipping. You can also find the same setting in your project settings.
Turn it on.
Choose how shipping should appear:
Added to client total: shipping is included in your product, group and schedule client totals.
Shown separately: shipping is listed on its own, outside the client totals.
If you turn estimated shipping off later, shipping is hidden but your amounts are kept, so you can switch it back on at any time.
Add shipping to your products
You can add an amount in any of these ways:
One product: open the product’s Financial tab and enter the amount.
In the Sheet: type the amount straight into the Shipping column.
Several products at once: select them, then use Add shipping.
The amount covers the whole product line. It’s a flat amount, so it isn’t multiplied by quantity, and no markup or tax is added to it.
How shipping affects your totals
Added to client total: product, group and schedule client totals include shipping.
Shown separately: shipping is listed alongside your totals rather than inside them.
Excl.-tax figures: these never include shipping, whichever option you choose.
Example
Field | Amount |
Unit trade price | $1,000 |
Quantity | 2 |
Markup | 30% |
Client price | $1,300 per unit, so $2,600 for the line |
Tax (10%) | $260, calculated on the $2,600 only |
Estimated shipping | $150 for the whole line, not $300 |
With Added to client total, the product’s client total is $3,010 ($2,600 + $260 + $150).
With Shown separately, the product’s client total is $2,860, with $150 shipping listed separately.
The excl.-tax figure is $2,600 either way.
Shipping on assemblies
When a component has shipping, the amount is split by quantity across the component’s own units and each assembly it’s used in. Each dollar of shipping is only counted once. For more on assembly pricing, see [How to price assemblies and component products].
What your clients see
On shares, reviews and exports, shipping appears only when Shipping is ticked in the Pricing fields. New direct links start with it unticked.
When your project adds shipping to the client total, the totals your client pays include it, whether or not the Shipping field is ticked. To help your client see where the total comes from, tick Shipping in the Pricing fields when you share.
Shipping on invoices
When estimated shipping is on for the project, new invoices include an untaxed Estimated shipping row. The row is worked out from the share of each product you’re invoicing, or you can enter a custom amount.
Shipping on purchase orders
Purchase orders include each product’s full shipping amount, added after tax.
Projects moved to the new Schedules
Migrated projects keep their existing shipping setting. If a project had shipping amounts but no setting, it starts on Added to client total.