Process to Add Freight Charges with Tax in Sales Bill

Add Freight Charges with Tax in Sales Bill

How to Add Freight Expenses with Tax in Sales Bill in SwilERP

With the help of SwilERP Software, the user can easily maintain expenses and applied taxes. This article will explain adding freight charges with tax amounts while creating a Sales bill. Following the below easy steps to know the process.

Start with Login in the SwilERP dashboard to initiate the process:

Step 1) Create a Billing Head:

  1. Select the Masters > Others > Billing Head.
Reference Image:
SwilERP Dashboard Window
  1. On the next slide Billing Head window will appear, here you can view all created billing heads.
  2. Select a New tab to create a new Billing Head.
  3. Users can Edit/Print , and  Delete the existing Billing Head, if required.
Reference Image:
Billing Head Window

How to create a Billing Head:

  1. Enter the Billing Head name that you want to create. Suppose mention 'Freight Charges.'
  2. Select the Account in which you want to post this billing head expenses.
  3. In Add/Less field, select the "Add" option to add the freight charges.
  4. Select the Tax Calculation method and Tax Code which apply for the same.
  5. When you select Rate in percentage (%), you will enter the value in the 'Rate column' (otherwise, you can skip the rate column).
  6. Select the HSN (SAC) code if required.
  7. Select the Type as Product, Services, and Capital Goods as per the requirement.
  8. If required, tick mark in the Round off check box, then the amount will be rounded off.
  9. If the user wants to view the details of the billing head in the reports, tick mark in Show Detail In Report check box.
  10. Now, click on the  Save tab.

Reference Image:
Billing Head

Step 2) Create a Sales Invoice:

  1. Go to Sales menu > Sales Invoice.
  2. After it, a new window will open. To create a new invoice, click on the "New" option.
Reference Image:
Sales Invoice Window

How to add Freight charges with tax in Sales Bill:

  1. In the next step, you will see a window to create a sales invoice.
  2. Select the Customer name from the list, or create it manually by selecting a 'new' option.
  3. Select Refer By (doctor name), or the user can create it manually if required.
  4. If the user wants to update the Address and Reference Number, that can also be added.
  5. Select the Product from the dropdown list.
  6. After selecting a product, you must select the Batch Number for the same product.
  7. Enter the Quantity of the Product, and all further details will be automatically filled.
Reference Image:
Sales Invoice Window

  1. Similarly, apply Freight expenses to the bill, click the 'Add/Less' option, and the Add/Less (Billing Head) window will open.

  2. Select the Billing Head name that you created for 'Freight Charges.'

  3. After selecting it, enter the Amount, which would be freight charges for the selected customer. (For example, we added 20 Rs of freight charges).

  4. Press "OK" to continue.

Reference Image:
Applied Billing Head
  1. Now the user can view that the Freight charges have been applied to the bill, and the software is also calculating the tax on the selected freight charges.
  2. Now save the transaction by clicking on the Save tab.

Reference Image:
Save Option Window

 Note: In this way, the user can see that the sales bill's freight charges (with tax) have been applied.