Settings and activity
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64 votes
While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
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helen roy
commented
I don't understand how difficult it is to generate a delivery note as by
a new quote gives option to click to accept
when accepted you we can click to generate invoice
then we click to invoice,
(we have options to copy to a new Quote or Purchase Order, so why can't the delivery note be generated from an invoice ?)(to me it seems simple that the current template for a packing slip is edited by xero which can generate a new ref no, delivery address space and signature box) and the title PACKING SLIP be amended to DELIVERY NOTE...... please get your IT people to look at this ASAP
the packing slip is not an ideal solution, we have to manually edit this every time and then mistakes can happen because the information is not transferred correctly.
helen roy
supported this idea
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18 voteshelen roy
supported this idea
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The link to create a packing slip is still not practical. With technology you have it shouldnt be that difficult once invoiced add a button which then says "delivery note" it should be as easy as the first three steps which xero has got right - bulk doesnt work for everyone. the community have been requesting this for a long time - It is very frustrating, this process would complete the transaction smoother.
Quote
Accept
Invoice
Delivery note