Advanced Template - Packing Slip as it's own branding theme
Could you please enable the ability to create a custom “Packing Slip” as part of our custom “Branding Theme”? We’d like to be able to send our fully personalized packing slips without having to change the invoice “Branding Theme" back & forth.
Thank you
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Barbara Bailey commented
I have loved that Xero is usually great at allowing you to customise your own templates for invoices. It would be wonderful if we could customise the packing slip as we need to be able to put some background check details on them. I currently use the branding themes to do this but streamlined would be a great feature. Thanks
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Molly Bong commented
Agree with enabling to customize Packing Slip as most of our clients request to have receiver's signature on the template.
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Annie Smith commented
Another vote for this. We're moving from another software as Xero has more functionality in every other sense - but I've just discovered the lack of packing/delivery templating.
We need to add certain regulatory information to our delivery notes which will need a new branding theme at present so I can add it to an 'invoice' template. -
Liane Rowland commented
I fully support this, since if you use the combined invoice & packing slip template, the packing slip is added as a page 2 to each invoice using that theme. I see it as unprofessional to email an invoice to someone with a packing slip attached.
And if you use the 'packing slip' drop-down option on the invoice page, you get the standard, non-branded packing slip which also assumes you're shipping everything in the order!
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Brian Pitman commented
I can't believe they added packing slips without the ability to customise them and print them separately. Those who receive the invoice are not those who sign for delivery. Xero is not a cheap product, all its competitors have a delivery note available.
Come on action this suggestion. -
Annette Stafford commented
This is a must I cant believe there is no option to customise a packing slip like you can a credit note or quote or even invoice.
Or at the very least since the Packing slip comes off the new invoice template why can it not replicate how I have my invoice set up in relation to static text and things I dont want to show. So simple.
I have got to ask how may votes are needed before the Xero team will actually do something about it?
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Paul Verdouw commented
Highly support this idea.
The ability to print an invoice or packing slip seperatly is great.
The current solution in the documentation to use a 2 page Invoice/Packing slip template is cumbersome, as is creating a custom theme to switch to.Having the option to upload a custom 'Packing Slip' to a branding theme, as we already can with Invoice, Statement, Credit Note, etc, would be greatly appreciaited.
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Truck Parts commented
Not very professional to have invoices and quotes in a nice specific customized branding theme for your business and then you print a packing slip for customer it is not the same professional theme as all your other documents. Please make a custom template for Packing Slip and Work Order as well under each branding theme. Right now I have to change from one branding theme to the next just to get a Packing Slip from an invoice and a Work Order from a quote after customer has approved quote to begin production on the parts. Very time consuming. I also noticed that Payment Remittance Notices don't have the our customized templates either which is rather unprofessional! You have all the infrastructure in place to do it just add a few more simple templates... Thanks a million and keep up the good work!!
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Gary Young commented
I agree completely. You need the ability to customise the packing slip in the same manner as the invoice/credit note etc without the need to change the branding theme back and forth. Nor is it appropriate to have the invoice and packing slip in a combined document to be viewed by the customer.