How Can I Create A Packing Slip?

While Invoice2go currently doesn't have a specific tool to create packing slips, we are gathering feedback around the addition of a packing slip option in the future. In the meantime, what you can do is change the label for a Credit Memo (or any document type) and rename it to Packing Slip.

Screen_Shot_2018-03-30_at_2.11.20_PM.png

 

We are considering the addition of a packing slip option in the future. In the meantime, what you can do is change the label for Purchase Order (or any document type) and rename it to Packing Slip.

To do this please take the following steps:

iOS and Android

  1. Tap the icon at the top left to open the side navigation menu
  2. Go to Settings
  3. Choose Customize Invoice Options
  4. Choose General
  5. Choose Custom Labels
  6. Find the Document Headings list, and from the drop down menu, choose Purchase Order
  7. Edit this and change it to say 'Packing Slip" (or "Delivery Document," "Material Handling Receipt," "Delivery Docket," or whichever you prefer)
  8. Save the design

Web

  1. Click on to open the left side menu
  2. Click on Settings
  3. Under Customize invoice, click on Options
  4. Open the Labels drop down menu
  5. Find the Document Headings list, and from the drop down menu, choose Purchase Order
  6. Edit this and change it to say 'Packing Slip" (or "Delivery Document," "Material Handling Receipt," "Delivery Docket," or whichever you prefer)
  7. Save the 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. On the blue action bar, tap More...
    • Screen_Shot_2018-03-22_at_11.01.33_AM.png
  3. Select Copy 
  4. Choose Purchase Order
  5. If you do not wish to include the prices in the packing slip, you'll want to click on each item, delete the $ amount and save the item
  6. Once the items amounts have been zeroed, chose Save and Close

Web

  1. Open the Invoice
  2. Click on the three dots ... button at the top right
  3. Choose Copy
  4. Choose Purchase Order
  5. If you do not wish to include the prices in the packing slip, you'll want to click on each item, delete the $ amount and save the item
  6. Once the items amounts have been zeroed, chose 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. 

¿Tiene más preguntas? Enviar una solicitud