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Join nowHello there, lleawe0705.
Currently, there's no specific time frame when will the templates for sales orders and packing slip will be available. Having said that, I advise providing input so that our product engineers might consider including this feature in the future.
I'll guide you on how:
Furthermore, adding a custom template to utilize with these forms is also unavailable. Thus, I recommend searching for a third-party app that can help you with this. To do so, just visit our QuickBooks Apps store.
I also include this helpful resource that you can read in case you want to send your sales forms (like invoices or estimates) to multiple email addresses: Email a sales form or report to multiple email addresses.
I'll be right here in the Community if you have any other concerns managing your sales forms in QuickBooks. Please don't hesitate to leave a reply below. Have a good day ahead.
No Sales Order feature in QB Online. Consider having a 3rd party inventory management app or manufacturing app to integrate with QBO.
I can't be the first one asking for this.
I want to email a packing slip I forgot to include. I've searched and there is no easy way to do this. I need to preview the packing slip, then screen capture and then attach to an email. And of course the quality at the other end when they print it out, is terrible. Why do you not have this feature?
Or did I miss the really easy way to do this and I'm just challenged in finding it?
Sorry. Desktop version.
You haven't missed any steps in generating a packing slip, @danallan. I'll share additional details about this and the steps you can use in the meantime.
The option to email it in QuickBooks Desktop (QBDT) is currently unavailable. This is included when delivering physical orders so you can only print it in the program.
As a workaround, you can create a new template for the invoice and modify it to match the packing slip format. You can use it whenever you want to email a packing slip but be sure to switch back to the original invoice template once done. I'll guide you on how:
Once done, open the invoice (where you'll generate a packing slip) and replace the template with the one you created earlier. Refer to these steps:
When done, switch to the correct invoice template to make sure the columns and other details will show again.
Moreover, I also recommend sending feedback to request the addition of this feature in the future. Here's how:
For future reference, you might want to use the Sales Order Fulfillment Worksheet to help you easily track the status of your sales orders.
If you have additional concerns managing your forms, please don't hesitate to add a reply below. I'll circle back to provide help. Have a good one and stay safe.
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