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A
Anonymous
April 10, 2019
Question

Customizing a Packing Slip

  • April 10, 2019
  • 1 reply
  • 2 views

Using Desktop Pro-Premiere, customizing the S.O. Packing Slip. I would like to reverse the order of the column (Ordered) and (Shipped). When in the customization window I changed the column number from 3 to 4 and visa-versa. NO affect. I then changed the Label text. When printing the quantity ordered and the quantity shipped are reversed. In the Layout Designer, I don't see where I can simply shift the column position. Any Help is appreciated.

1 reply

Angelyn_T
Angelyn_TModerator
Moderator
April 10, 2019

Hello, @567832.

 

I'm here to help you today so you'll be able to customize your template to the desired order.

 

Whatever customization and order you've selected when customizing the template, it'll always reflect when printing your transaction. 

 

Since changing the order number of the column doesn't work on your end, you may need to use another template to check if the issue is within the template you're using.

 

For additional reference about using and customizing form styles in QuickBooks Desktop, you can check this article: Use and customize form templates.

 

You can always add a post/comment below if you have any other questions about the sales order template. I'm always here to help you!

A
AJHN
June 15, 2022

Hello everyone,

Do you know if there is possible to include in the Invoice/Packing Slip information from the Customer:Job like CUSTOMER OR COMPANY?

We have the use case where we need show reference information that is present in the Customer:Job (yellow squares in the image below)

 

R
ReymondOModerator
Moderator
June 15, 2022

Good day, @AJHN.

 

The option to add reference information on the invoice's Customer:Job section is unavailable in QuickBooks. 

 

Right now, you can still utilize the workaround you've been using to add these details. I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

 

You can also send a request to our product developers so they can review it. Simply follow these steps:
 

  1. Click the Help menu and select Send Feedback Online.
  2. Choose Product Suggestion, then enter the details of your concern.
  3. Select Send Feedback and click Close Window.

 

Moreover, you can check this article for additional resources about using and customizing form styles in QuickBooks Desktop: Use and customize form templates.

 

Keep me posted if you have other questions about customizing sales forms or any other QuickBooks-related concerns. I'm always here to help. Keep safe.

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