While creating a Sales Invoice, we need to add Loading Charges along with material items. To achieve this, we have created an item named “Loading Charges” and added it to the Items table with an applicable rate.
However, we are facing an issue where adding Loading Charges as an item causes the Total Quantity of the Sales Invoice to increase, which is not desirable, as loading charges are service-based and should not be counted in the document’s total quantity.
Requirement -
We need to capture the tax breakup separately for:
Each material item, and
Loading charges
Without increasing or impacting the total quantity of the Sales Invoice.
Kindly suggest the correct configuration or recommended approach in ERPNext to handle loading/service charges in Sales Invoices while ensuring accurate tax breakup and correct quantity calculations.
You can use item tax template for the different tax slabs based on items. You can customize the print format just to show the quantity without service items
So I think your tax seems okay if the quantity is 1?
Escaping from that 1 might be a tough one - do you need to remove it when printing the invoice or its an issue on the screen also?
Currently, we understand that Loading Charges can be added directly in the Taxes table of the Sales Invoice instead of the Items table.
However, in this case, we would like to clarify whether it is possible to obtain a detailed tax breakup (GST-wise) for the loading charges—similar to the item-wise tax breakup shown when charges are added as line items. This is required so that users do not have to manually calculate GST on loading charges.
