Do you ever ship your products to your clients? If so, you can add a shipping fee in Jane to cover the cost of shipping expenses! This will help you keep track of product inventory while generating invoices that include the cost of shipping.
Sending products all over the place? No worries! You’ll be able to edit the shipping fee on a case-by-case basis. Let’s get to it. 👇
Step 1: Create a New Product called “Shipping Fee”
Let’s head into Settings, select Products, and create a New Product named something like “Shipping Fee” (or whatever works for you).
The required fields here are Name, Price, and Income Category.
You can make the Price whatever you’d like as you’ll be adjusting it on the Invoice for each sale, depending on the shipping fee involved. We recommend assigning it a flat fee to start.
🔥 Hot Tip: you may want to create a separate Income Category for shipping fees so you can easily track those in your Billing Reports. You can do this in Settings > Income Categories > New Income Category.
Step 2: Sell the “Shipping Fee” with the Product Being Shipped
Head on over to the Client’s Profile and into their Billings section. Make sure you’re in the Purchases tab and select New Purchase.
From there, you can add the product you’re shipping, then add your “Shipping Fee” as a second product, and Save.
Step 3: Customize your Shipping Fee
Back in the Purchases screen, we’re going to click on the blue text of the Invoice we just created to open it.
And then manually change the $ Amount to whatever our shipping fee is for that sale and Save.
Wonderful! Now you’re ready to start sharing your products with the world. 💌