Back when I ran a café, every week I received dozens of packing slips (a.k.a Delivery Notes), those itemized lists detailing what’s inside a package. These slips seemed to disappear the moment they reached my desk.
Packing slips aren’t as mission-critical as invoices, but they matter to businesses that deal with high volumes of shipping and receiving. Typically, vendors print out a slip and include it in each package. Once the goods are received, most people toss the packing slip in the trash.
As the package recipient, you may want to hold onto packing slips since they provide a paper trail. If the contents of a package don’t match what’s on the packing slip, you’ll be glad you have it as a reference.
As a vendor and shipper, you can save a ton of time sending digital packing slips in QuickBooks Online. This low-carbon recordkeeping method lets you send forms at a moment’s notice and reduce waste. Another plus: if the recipient accidentally deletes the packing slip email, you can resend it in a flash. That makes record-keeping fanatics like me very happy!
In QuickBooks Online, you create and send digital packing slips as pdf attachments. While invoices and sales receipts can be sent with a single click, sending packing slips to customers requires one extra step – but on the plus side, you’ll always have a record available locally on your hard drive.
Here’s what you need to know to create and send a digital packing slip.
Now it’s your turn
Do you prefer receiving digital or paper forms? Tell us the pros and cons! And how do you store your digital records?
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