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85 votes
Louis van der Walt
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116 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.
An error occurred while saving the comment Louis van der Walt
commented
Xero has no way to produce a Proof of Delivery. When goods are handed over, we need a document the recipient signs to confirm they received the items in good order, linked to the invoice so the audit trail holds together. There is currently no document type for this at all, so businesses fall back on manual templates, or end up ordering physical rubber stamps just to add a signature block to whatever Xero prints. That is a real thing people are doing to work around your product.
Please add Proof of Delivery as a first-class document in the sales section. At a minimum it should:pull line items and the ship-to details from the linked invoice or sales order
include fields for recipient full name, signature, date and time
carry a short acceptance statement, for example "delivered, inspected and accepted in good order and condition"
be brandable through the DOCX template system like every other documentFor regulated industries such as pharma, healthcare and clinical research, a signed and dated proof of delivery is an audit requirement, not a nicety. Right now that requirement is being pushed out of Xero and into manual processes, which is exactly the kind of gap that makes a finance team question staying on the platform. For a product that markets itself around trade and compliance, this is a glaring omission.
Vote and add your industry's requirement in the comments.Louis van der Walt
supported this idea
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20 votes
An error occurred while saving the comment Louis van der Walt
commented
This is a legal requirement in some countries like south Africa, im shocked this should even be submitted as a idea, this is a requirement, xero failed on this one.
Louis van der Walt
supported this idea
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4 votes
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Louis van der Walt
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There is still no way to create a proper branded packing slip or delivery note in Xero. The only workaround is to build a custom DOCX "invoice" template, strip the pricing out of it, and then swap branding themes back and forth every time you raise an invoice. It is clumsy, error prone, and forces a delivery document onto an invoice layout that was never designed for it.
Any business that ships or hands over physical goods needs a packing slip. It is a standard trade document, not a niche edge case. Give it its own template type inside the branding theme, sitting alongside Invoice, Credit Note, Statement, Purchase Order and Quote, with the fields that actually belong on it: line items, quantities, SKU or batch number, and the ship-to address, with no pricing columns forced on us.
This gap has sat here for years while customers paper over it with manual Word docs, bolt-on apps, or theme-switching mid-workflow. Competitors handle this out of the box. Every order that leaves on a hacked invoice template is a reminder that a core document type is missing. Please make Packing Slip a first-class, brandable template.