Printing Packing Slips and Emailing Invoices

Hi Rizzactor,

Yes, that makes perfect sense — and thanks for explaining it clearly. In AccountRight, the "To Be Printed" and "To Be Emailed" tabs under Sales > Print/Email Invoices are specifically tied to invoices, not packing slips. Printing a packing slip doesn’t remove the sale from the "To Be Printed" list. Only printing or emailing the invoice clears it from that respective list.

Regards,
Earl

Ok, so I might be thick… but how do I print a packing slip then on an invoice I’ve just done? 

I’ve got the packing slip “form” customised to suit me. But when I click print, it only gives me the option of printing the invoice 

Also, I have been trying to work this out all morning. 

I cannot seem to get a record to come up in the "to be printed" part when the "sales type" is Packing Slip Item. There are some there, but I have just created an invoice and I want to print a packing slip for it. Is there a delay in it appearing in this screen?

Hi Rizzactor,

Great tip!  Just a heads-up if you want to print a packing slip straight after entering an invoice — don’t hit the regular Print button (that’ll just give you the invoice). Instead, look for the view/preview packing slip option at the top of the invoice screen. That’ll bring up your customised packing slip, ready to print or save as a PDF. Super handy!

More details here: Packing slips and delivery dockets

Regards,
Earl