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New invoicing - Print packing slip in one click

We print packing slips for every invoice we print, since the changes xero has made it has added another step in out process, we are all about streamlining our processes. We would like to revert back to the old way as this is adding time and is also adding more unnecessary files to our computer system. please help us to streamline this process again as the current system doesn`t work for us

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RICHARD MILNER shared this idea  ·   ·  Report…  ·  Admin →
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  • Nicole Neale commented  ·   ·  Report

    This does not look like you have 'combined' two ideas. This doesn't say anything about printing a packing slip before approving the invoice. Where exactly is the original idea?

  • Mathi Rai commented  ·   ·  Report

    I woukd actually prefer if there is an option to change the address. Many times, I bill a certain entity (say Queensland Health) but goods are being delivered to a client at a specific address. Also an option to change quantity of items in pick slip as we may be short shipping. Adding phone number and name of contact accepting delivery when shipping, a free fill field to add these things woukd make the pick slip a more powerful form. I end up printing as pdf and adding these later. No reason zero can’t add a free fill field. Very useful to have these features.

  • Rachel Osborn commented  ·   ·  Report

    In the New Invoicing when you print a Packing Slip, it isn't populating the address from the contact details. So, we just need the address that is saved in Contacts to populate the Packing Slip, rather than leaving it blank.
    Many thanks

  • Cheryl Schneider commented  ·   ·  Report

    I'm going to be delivering 10 boxes to the client who placed the order with us tomorrow. So, I'll interface with the decision-maker tomorrow but I won't have a Packing Slip for her to give the Accounting Office as "proof" that the delivery was made.

    Packing Slips are used to confirm that the materials of the order were received and that the folks in Accounting can pay the invoice...please fix this oversight.

  • Nicole Neale commented  ·   ·  Report

    To allow the sending of finished jobs to account holders. This means customers get their goods sooner and will not have to wait until all the bills come in and the invoice approved, to be sent their goods.