When you add fees, discounts or other service items to an invoice in ConnectStock, you can choose how they show in your reports.
Display options for service items
You have 2 ways to show a service item (like a fee or discount) on an invoice:
Separate line: the service item shows as its own line in your reports, with its name and amount.
Allocate to items: if you turn on "Allocate fee to items", the fee or discount is split across the units of the inventory items on the invoice. It shows as part of each item's sale, like FBA fees or discounts on the reports.
Reporting in the P&L
On each service item, use the Report Column field to choose where it shows in the P&L report:
Merchant Fee
Other Fee
Advertising
Income
To leave it out of the P&L report, turn off Include in P&L Report on the item.
Report timing
The data from service items shows in reports on the invoice date.
Frequently asked questions
Can I split a discount across the items on an invoice?
Yes. On the invoice, turn on Allocate fee to items. This splits all the fees and discounts on that invoice across its inventory items.
How do I keep a service item out of the P&L?
Open the service item and turn off Include in P&L Report.