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Replying to:
GlinetteC
Moderator

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I know it's beneficial to you to produce a packing slip before invoicing your customer, Tim.

 

Let me share additional insights into how packing slips work in QBO.

 

You can create and print a packing slip for a transaction you've already saved. It's also possible to create a packing slip during the creation process of the invoice transaction. Let me show you how:

 

  1. Navigate +New and select Invoice.
  2. Fill out the invoice details as needed.
  3. Click Print or Preview at the bottom of the invoice.
  4. Select Print packing slip.
  5. Click Print in the PDF viewer window or Download to save it to your computer to print later.

 

You can now close the PDF viewer and save or send your invoice as needed.

 

Also, you may consider looking for a third-party app that lets you create a packing slip without creating an invoice. Just go to the Apps menu or visit our QuickBooks App Center to find one that suits your business needs.

 

The Community is always here to back you up if you need help again in the future.

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