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bmcd04
Level 1

Packing Slips & Invoices

Is there a way to have orders that are STILL Packing slips noted as such on open balance and sales reports.  We do nt convert Packing Slips to actual Invoices until material has been delivered and it causes certain reports to be misrepresented.  

6 Comments
Kendra H
QuickBooks Team

Packing Slips & Invoices

Thanks for reaching out to the Community, @bmcd04

 

Before going into detail, if you're using the packing slips templates through estimate? 

 

If so, you can run an Estimate report in QuickBooks Desktop. 

 

Below are the steps to run an Estimate Report:

  1. Go to the Customers menu, then select Customer Center
  2. On the Transactions tab, click on Estimates
  3. Change the Filter by drop-down menu to Open Estimates, and change the Date if needed as well. 
  4. Pick the Run Reports button, then choose View as a Report

Detailed steps on how you can further customize customer, job, and sales reports are in this link I provided. 

 

I look forward to chatting with you soon. Have a safe and productive rest of your day!

bmcd04
Level 1

Packing Slips & Invoices

We are not using Packing Slip thrush Estimate.  We are using it from the Invoice template.

 

 

AlcaeusF
Moderator

Packing Slips & Invoices

Thank you for posting here in the Community, @bmcd04.

 

Allow me to chime in for a moment and provide some information about your concern in QuickBooks Desktop. Since packing slips are non-posting transactions, getting it noted on open balance and sales reports are currently unavailable.

 

It'll only start to count when you convert them to invoices. Please know that I appreciate your input on this feature, and I'll make sure to let our product engineers know about your suggestion.

 

This preference might be added in the future updates of the program. Additionally, here are some helpful references that you can check out about running reports, as well as customizing them:

 

Let me know in the comment section below if you have any other questions. Have a great day ahead.

kfitz
Level 1

Packing Slips & Invoices

I'm sorry this is off-topic, but all of a sudden my Invoice tab is displaying the packing slip instead of the Company's template Invoice. I can't seem to change it back. I know its an easy fix but where exactly do i correct it? 

JenoP
QuickBooks Team

Packing Slips & Invoices

Thanks for joining us here, kfitz.

 

If you're referring to using the invoice template instead of the packing slip template, just click the drop-down list for Template and select the correct template for invoice. 

 

If you're in the Invoices tab under Transactions, make sure to select Invoices in the drop-down for Filter By

 

Let me know if you're referring to something else. I'll jump right back to help you again. 

 

template.PNG

Ben from IncoDocs
Level 2

Packing Slips & Invoices

Hi there, Packing Lists can be complex to complete as products can be packaged and loaded in so many different ways.  The new QuickBooks - IncoDocs integration has been released.  QuickBooks users can sync their info to IncoDocs templates.  Using IncoDocs you can create detailed Packing Lists and various other export documents that are required when shipping products Internationally.

Here is the link to the app store listing:  https://quickbooks.intuit.com/app/apps/appdetails/incodocs/

features-exportDocs-create.png
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I hope this helps.  Happy shipping!

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