Packing slips can be enabled on invoices, allowing you to include information on a packages content without including financial details such as price. Packing slips can also show a separate delivery address or be renamed to something more appropriate like ‘Thank You’ for example.
Enable Packing Slips
To enable packing slips go to Settings > Invoice Options > Packing Slips and tick the enabled box. Use the Name field to rename the Packing Slips if appropriate. When ready, click the Update button. A Print Packing Slip button will now appear on your invoices screen.
Printing Packing Slip
To print a packing slip go to Sales > Select the invoice that you would like to print the packing slip for > Click Print Packing Slip button. Your packing slip is then previewed. To print this, put your mouse over the preview, you’ll then see a row of icons appear in the bottom right – click the printer icon to print the document. You’ve also got several buttons at the top:
- C5 & DL Envelope – Click these to print off an envelope with the customers address. The address details are populated from the Customer Profile.
To record a note on an invoice that the customer can see you will need to add it as a line item on the invoice, do that by going to Sales > Select the invoice that you would like to add the line item to > Click the Add a new item to this invoice button. On this screen:
- Sales Type – Select any one.
- Quantity – Enter in 0.
- Description – Add your note here.
- Rate – Enter in 0.00.
- VAT Rate – This can be left as your default rate.
- VAT Amount – This should be 0.00.
When you’re ready, click the Add Item button. The note will then appear on the invoice.