How Can I Create A Packing Slip?

While we do not have a specific tool to create packing slips, you can change the label for a credit memo (or any document type) and rename it to Packing Slip.

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To do this please refer to the following steps:

iOS and Android

  1. Tap the Profile icon in the top right corner of the home screen
  2. Tap Customize invoice 
  3. Tap Options
  4. Tap General 
  5. Tap Custom labels
  6. Tap Document Headings
  7. Tap Purchase Order
  8. Edit the document type you wish to change to say 'Packing Slip" (or "Delivery Document," "Material Handling Receipt," "Delivery Docket," or whichever you prefer)

Web

  1. Click on your Company name in the top right corner
  2. Click on Account & settings
  3. Under Settings, click on Customize invoice options
  4. Open the Labels drop down menu
  5. Find the Document headings list, and from the drop down menu, scroll down to Purchase order (or whichever document type you wish to change)
  6. Edit this line and change it to say 'Packing Slip" (or "Delivery Document," "Material Handling Receipt," "Delivery Docket," or whichever you prefer)
  7. Click on Save design

When you make the change to the label in settings, all future purchase orders will reflect the packing slip label. Next, go to the invoice that is associated with the purchase and make a copy as a purchase order. To do this:

iOS and Android

  1. Open the invoice
  2. Tap Copy 
  3. Tap Document type
  4. Tap Purchase order
  5. Tap Copy in the top right corner
  6. If you do not wish to include the prices in the packing slip, you'll want to click on each item, delete the dollar amount and save the item
  7. Once the items amounts have been zeroed, tap Save 

Web

  1. Open the invoice
  2. Click on the three dots ... in the top right corner
  3. Click on Copy
  4. Click on the dropdown next to Copy as and choose Purchase order
  5. Click on Copy to create the purchase order
  6. If you do not wish to include the prices in the packing slip, you'll want to click on each item, delete the dollar amount and save the item
  7. Once the items amounts have been zeroed, click Save and Close

Now you will have a new purchase order with all of the information from the invoice. If you preview it, it will say Packing Slip. Taking these steps will remove any dollar amounts so you have a clean document you can use as a packing slip for shipping. 

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