How do I create a packing slip for a product invoice?

Forum|Forum|7 years ago
December 11, 2018
9 replies
60 views

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QuickBooks Desktop

SkinnyRaven

Level 6

With the invoice active select packing slip from the template drop down list. When your done re-select your custom template from the drop down list.

I8URSoftware

Problem with creating Packing List from the Invoice window, is QB (Desktop) defaults to the Invoice template, which includes pricing. However, when I create (print) Packing List from Sales Order window, the packing list template is correct (no pricing).

How can I change the "defaults" to use the same template (without pricing) for Packing List from the Invoice window?

JamaicaA

QuickBooks Team

I've come to give you information about your packing slip concern, @I8URSoftware.

When shipping goods to customers, a packing slip is a document that contains item, quantity, and other vital shipping information. This can be used when creating Sales Order, not on invoices. Thus, we’re unable to set the packing slip as the default.

The Sales Order Fulfillment Worksheet provides you with a single spot to acquire insight and access to all components of the sales order fulfillment process.

You can also personalize your sales reports to add specific information about your business. Feel free to read this article for the complete details: Customize sales reports in QuickBooks Desktop.

I’ve added these articles to help you with choosing a pick list and pack tab in Sales Order:

If you need to further assistance with your packing slip, let me know. I’ll be around to assist you. Take care.

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