Was this page helpful?
Thank you!

Comments or suggestions?



Enter Email Address (optional)
email

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...

    Printer name

    To do this task

    1. Click the Printer name drop-down arrow and then click the name of the printer you want to use.

      What is the Intuit Internal Printer?

    2. Make any other changes and then click OK.

    Printer type

    This option indicates the type of printer you have. In most cases, QuickBooks selects the correct printer type for you, either page-oriented or continuous feed.

    If you have a high-resolution, dot matrix printer, QuickBooks may mistakenly select page-oriented as the printer type. You need to change this setting.

    To do this task

    1. Click the Printer type drop-down arrow and then click Continuous.

    2. Make any other changes and then click OK.

    Options button

    You can change the properties of your particular type of printer. Most people don't need to make these changes.

    To do this task

    1. Click Options.

    2. Make changes to any of the following options:

      • Orientation (to portrait or landscape).

      • Paper source (which tray the paper comes from, or change to manual feed).

      • Graphics and printer features.

    3. When you're finished making changes, click OK.

    4. In the Printer Setup window, click OK again to save your changes.

    Print on

    QuickBooks customizes how a business form prints based on the type of paper you are printing on.

    Preprinted forms

    QuickBooks prints the forms without the form name (such as Invoice) and without the lines around the fields. QuickBooks assumes that the lines and name are already preprinted on the forms.

    Refer to your Intuit Checks, Forms & Supplies Catalog for forms that you can purchase from Intuit.

    Blank paper

    QuickBooks prints the onscreen title of the form in large letters at the top of the paper (or in the customized font that you have set for the form). Use this option for forms that you customized with the Layout Designer or for preset forms.

    Letterhead

    To allow space for your letterhead, QuickBooks makes the form shorter and starts printing the form two inches from the top of the paper.

    See also

    Do not print lines around each field

    You can print or not print the lines around the fields and columns on a business form. The choice you make depends on the type of paper you use when you print the form.

    Print the lines when you're printing on:

    • Blank paper and you want the lines to appear.

    • Letterhead paper and you want the lines to appear.

    Omit the lines when you're printing on:

    • A preprinted business form (because the lines are already printed on the form).

    Number of copies*

    Enter the number of copies you want to print of each page of the form you are printing.

    If you are printing voucher checks or paychecks, the Number of copies field appears only if you have a page-oriented printer. If you have a continuous-feed printer, you can print additional copies by using multiple-part check stock.

    Preview button*

    Click this button to see what your current document will look like when you print it. This can save you a lot of paper!

    If you don't have a document open, you'll see a sample of the form that is shown in the Form Name field at the top of the window.

    Align button

    Click this button to align forms.

    If you chose Print Packing Slips from the Print menu, the title of this window will be Print Packing Slips. The packing slip printed uses the contents of the invoice you created.

    * Indicates the option does not appear when you open this window by choosing Printer Setup from the File menu. The option does appear in the Print One Invoice or Print Invoices windows.

    See also

  6. Click Print.

See also

KB ID# H_INVTRY_PRINT_PACKING_SLIP_FROM_INVOICE
9/1/2014 6:46:11 PM
PPRDQSSWS402 9102 Pro 2013 1eff3f