Packing Slips & Delivery Notes

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.

Invoice Notes

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.

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