Make a Packing Slip Without Prices

The warehouse needs a packing slip with each order, but it shouldn't show prices. Can I make one from the invoice?

Yes. A packing slip is an invoice template that leaves out the prices. You make it once, and then generate it from any invoice.

What you need

• Microsoft Word, to build the template.

Steps

1. In Word, start a new document, or copy your invoice template and remove the prices from it.

2. Add the details the warehouse needs, such as:

   • ${INVOICE_NUMBER} and ${SHIP_DATE}
   • ${CUSTOMER_NAME} and ${SHIPPING_ADDRESS}
   • ${MEMO} for any delivery instructions

3. Add a table for the items. Put the column names in the first row and these placeholders in the second:

   Item	Description	SKU	Quantity
   ${LINE_NAME}	${LINE_DESCRIPTION}	${LINE_SKU}	${LINE_QUANTITY}

   The second row repeats once for each item on the invoice.

4. Leave out every price placeholder: ${LINE_RATE}, ${LINE_AMOUNT}, ${SUBTOTAL}, ${TAX_AMOUNT}, ${TOTAL_AMOUNT} and ${BALANCE_DUE}.

5. Save the file, then go to Templates and click Upload Template. Name it "Packing Slip" and save it.

6. Open any invoice, click Generate Document, and choose Packing Slip.

Good to know

• Use the table row above, not ${LINE_ITEMS}. ${LINE_ITEMS} builds a whole table for you, prices included.
• A packing slip doesn't change anything in QuickBooks. It reads the same invoice your customer gets.

Related

• To print packing slips for a whole day's orders at once, see Print a Week of Invoices at Once. The same steps work with the packing slip template.
• Templates
• Document Generation — Line items