Not sure if this has already been posted but what Xero suggested to us is when we make a custom invoice to add a second page that is the packing slip. That has allowed us to add a Certificate of Conformance onto the packing slip which was very helpful.
The instructions weren't 100% clear but essentially download custom invoice template, amend the invoice to suit your needs. Then on the same invoice doc add a second page that is titled packing slip with whatever fields you need and then upload it to the invoice portion of the custom docs. This has worked for us
See below for Xero's guidance:
To customise a packing list, you'll need to create an advanced invoice template using a DOCX file. Here's how:
1. Download the combined packing slip and invoice template from Xero (DOCX format).
2. Customise the template to suit your needs. You can add your logo, remove sections, or add custom fields and text. This is where you can add your Certificate of Conformity (COC) information to the template.
3. Save the template to your computer.
Once you've customised your template, you'll need to upload it to Xero:
1. In the Sales menu, select Sales settings.
2. Click Invoice settings.
3. Click the arrow next to New Branding Theme, then select Custom .docx.
4. Give your template a name, then click OK.
5. For your new template, click Upload.
6. Click Browse and find the file to upload.
7. Once you've selected all the files, click Upload.
To use your custom packing list, create a new invoice and select your custom template under Branding theme. When you save or approve the invoice, you can print the packing slip by clicking the menu icon and selecting Print PDF.
Please note that basic packing slips can't be customised. You'll need to use the advanced template method to add custom information like a COC.
Please see the support article below for more information.
Larissa Mellor
supported this idea
·
Not sure if this has already been posted but what Xero suggested to us is when we make a custom invoice to add a second page that is the packing slip. That has allowed us to add a Certificate of Conformance onto the packing slip which was very helpful.
The instructions weren't 100% clear but essentially download custom invoice template, amend the invoice to suit your needs. Then on the same invoice doc add a second page that is titled packing slip with whatever fields you need and then upload it to the invoice portion of the custom docs. This has worked for us
See below for Xero's guidance:
To customise a packing list, you'll need to create an advanced invoice template using a DOCX file. Here's how:
1. Download the combined packing slip and invoice template from Xero (DOCX format).
2. Customise the template to suit your needs. You can add your logo, remove sections, or add custom fields and text. This is where you can add your Certificate of Conformity (COC) information to the template.
3. Save the template to your computer.
Once you've customised your template, you'll need to upload it to Xero:
1. In the Sales menu, select Sales settings.
2. Click Invoice settings.
3. Click the arrow next to New Branding Theme, then select Custom .docx.
4. Give your template a name, then click OK.
5. For your new template, click Upload.
6. Click Browse and find the file to upload.
7. Once you've selected all the files, click Upload.
To use your custom packing list, create a new invoice and select your custom template under Branding theme. When you save or approve the invoice, you can print the packing slip by clicking the menu icon and selecting Print PDF.
Please note that basic packing slips can't be customised. You'll need to use the advanced template method to add custom information like a COC.
Please see the support article below for more information.
Xero Central article: https://central.xero.com/0/article/Print-a-packing-slip