Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Quotes - Packing slip template

    18 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    10 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for raising and supporting the idea here, community. Being open this isn't something we're looking to develop into Quotes for the time being. However, if needed you could have two branding themes, with a different Quote template: one for the quote itself, and one for a packing slip.

    You could then edit the quote, and switch the branding theme to the one you want to send out.

    An error occurred while saving the comment
    Rosie Ramsden commented  · 

    I agree there needs to be a packing slip PDF downloadable function from Quotes.

    We sometimes raise a quote but it is not exact to the invoice as some of our business is repairs and we wont know what this will be until they have been repaired. Therefore we dont want to raise an invoice from a quote where we will then have to edit both to match.

    Also we buy items for customers where we have to pay 6 months in advance and we do not invoice our client until they have received the items so therefore we dont want to raise an invoice as this messes with figures and projected figures. We need to be able to download a packing slip from quotes where the prices are removed so that we can sent this to our supplier. We have tried making a template for packing slips but the error with this is that you have to zero the amount and then save it to down load it and then go back in to put the prices back which is taking too long. It needs to be the same as in invoices but only in quotes.

    THIS IS A HUGE PART OF OUR BUSINESS so therefore it is CRITICAL that this is looked at for us business owners.

    Rosie Ramsden supported this idea  ·