How can I email a packing slip to a customer?
Packing slips can be emailed and printed from either the shipment or the invoice documents.
To email or print a packing slip, highlight the shipment or invoice in the list view and click Email or Print then select the template you want to use.
Emailing and Printing a Packing Slip on the List View
You can also do this while the shipment or invoice document is open.
Emailing and Printing a Packing Slip on the document
Need help applying this to your business?
See how CustomBooks™ can support your accounting and inventory workflow
If you are evaluating CustomBooks™ or want help setting up workflows for your business, explore the product or schedule a conversation with our team.
Already using CustomBooks™? Explore the Knowledge Base or contact support for product help.
Related Articles
Customer Statements
Overview Customer Statements are documents that summarize a customer's account activity over a specific period. These statements typically include invoices issued, payments received, credit memos applied, and any outstanding balances. They are ...
Document Emailing: Smart Email & CC Management
Emailing documents is made easier in CustomBooks™. This guide will walk you through using our Smart Email & CC Management features to effectively organize your recipients, prevent data leaks, and simplify client communication. Sending the right ...
Creating Sales Invoices
Overview Sales Invoices are essential for documenting sales transactions, ensuring timely payment from customers, and maintaining accurate financial records. The calculations made on Sales Invoices are also used to calculate Cost of Goods Sold ...
Sales Returns
A Sales Return document records the return of goods or services previously sold to a customer. It reduces the quantity of shipped items and updates the accounts receivable or inventory balance, ensuring accurate financial and inventory records. A ...
Warehouse Transfers
The Warehouse Transfers feature enables inventory users to track and record item transfers between locations. The Multi-location feature must be enabled to utilize Warehouse Transfers. Viewing the List of Warehouse Transfer To view the list of ...