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December 16, 2023
Question

Hi everybody. I need assistance with invoices and packing list with bundles. I want on the invoice to show only the main product and on packing list all of its bundles.

  • December 16, 2023
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1 reply

December 16, 2023

It's indeed relevant to efficiently manage invoices in QuickBooks Online (QBO), woodline. I'd be pleased to provide details concerning this matter.

 

The option to display only the main product on the invoice and show all of its bundles on the packing list is unavailable in QBO. Note that the main product will depend on its bundle components. However, if you wish to print the packing slip with the components included, you can select the Display bundle components when printing or sending transactions checkbox. This will allow you to have the bundle components in the packing slip while still displaying the main product on the invoice. Please refer to the steps below:

 

  1. Go to the Sales menu, then choose Products & services.
  2. Locate the Bundle in question. Tap the Edit option.
  3. Check the Display bundle components when printing or sending transactions box.
  4. Click Save and close.

 

See the screenshot below for visual reference:

 

 

Visit this blog for detailed information about handling bundles within the program: QuickBooks Online inventory bundles.

 

Moreover, you can also email or print multiple sales forms in QuickBooks Online.

 

You're always welcome to drop by again by leaving a comment below if you need further clarification on any invoice-related tasks. I'm always available and eager to assist you. Have a great day!