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Print a packing slip from an invoice

A packing slip serves two purposes. It helps the packager make sure that all the correct items are included in the customer order, and it gives the customer a way to make sure the order was fulfilled correctly.

To do this task

  1. If it's not already open, find and open the invoice.

    1. Go to the Customers menu and click Create Invoices.

    2. Click Find near the top of the Create Invoices window.

    3. Fill in any information you know about the invoice and click Find.

      If only one invoice matches the information you entered, that invoice immediately appears. If more than one matches, the Find window appears with the matching invoices listed in the table at the bottom of the window.

    4. (If the Find window appears) Click the invoice you want and click Go To.

  2. Print the invoice and use it to pull the ordered items from inventory.

    Why should I use the invoice to pull inventory items?

    For a number of reasons, including breakage, theft, and entry errors, the actual quantities of items in inventory may not always match the quantities recorded in QuickBooks. So it's a good idea to use the invoice to pull the items from inventory before printing a packing slip. If you're short on any item, change the quantity on the invoice in QuickBooks first so the packing slip created from the invoice will be accurate. You should also make an inventory adjustment to make the quantity in QuickBooks match the actual quantity on hand.

  3. After pulling the inventory items, open the invoice in QuickBooks again.

  4. Click the Print drop-down arrow and click Print Packing Slip.

    Note: If you get a problem message, you need to set a default packing slip template in preferences.

    How do I set the default template that's used for invoice packing slips?

    Only the QuickBooks Administrator can do this.

    1. Go to the Edit menu and click Preferences.

    2. Click Sales & Customers and click the Company Preferences tab.

    3. In the Miscellaneous section, click the Choose template for invoice packing slip drop-down arrow and click the Intuit Packing Slip template or another packing slip template you've created or customized.

    4. Click OK.

  5. (Optional) Change the print settings as needed. More...

    "What's important about the Print Invoice window" goes here
  6. Click Print.

See also

11/19/2017 11:45:31 PM
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