Question

I would appreciate templates for sales orders and packing slips. Do you have plans to add those functions by any chance? Or can I add a custom with an existing tool?

Forum|Forum|2 years ago
March 11, 2024
2 replies
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QuickBooks Online

Hello there, lleawe0705.

Currently, there's no specific time frame when will the templates for sales orders and packing slip will be available. Having said that, I advise providing input so that our product engineers might consider including this feature in the future.

I'll guide you on how:

Select the Gear icon and click Feedback.
Next, enter the details of your suggestion of comments.
Then, click Next to submit.

Furthermore, adding a custom template to utilize with these forms is also unavailable. Thus, I recommend searching for a third-party app that can help you with this. To do so, just visit our QuickBooks Apps store.

I also include this helpful resource that you can read in case you want to send your sales forms (like invoices or estimates) to multiple email addresses: Email a sales form or report to multiple email addresses.

I'll be right here in the Community if you have any other concerns managing your sales forms in QuickBooks. Please don't hesitate to leave a reply below. Have a good day ahead.

D

danallan

I can't be the first one asking for this.

I want to email a packing slip I forgot to include. I've searched and there is no easy way to do this. I need to preview the packing slip, then screen capture and then attach to an email. And of course the quality at the other end when they print it out, is terrible. Why do you not have this feature?

Or did I miss the really easy way to do this and I'm just challenged in finding it?