Create professional packing notes

A packing note — also called a packing slip or delivery note — is the document that travels with a shipment listing what is in the box. It shows products and quantities so the customer can check the delivery against what they ordered. Unlike an invoice, it does not have to request payment.

A packing note records what was delivered; an invoice requests payment for it. They often list the same products, which is why Invoice Office lets you create the invoice directly from the packing note rather than entering the lines a second time.

Yes. Select the finalized packing notes on the list and Create invoice merges them into one invoice — a common way to bill a customer monthly instead of per delivery. Create separate invoices does the opposite and raises one invoice per note. The same works in reverse: several packing notes can be rolled up into a single order confirmation.

Switch backorders on and the shortfall is tracked for you. The order confirmation reserves what the customer ordered, splitting anything you cannot cover into backorder, and stock is allocated oldest demand first as it arrives. The packing note ships what is actually available, and the Backorder report shows what is still owed.

Yes. Each packing note carries a Workflow status and a Label, both of which you define, so you can see which notes are still to be picked, packed or gone out without chasing the warehouse. Workflow status is part of the Pro license and can be updated across a whole selection at once.

That is up to you. The document design settings control which columns appear, so you can send a purely logistical note with just products and quantities, or include unit prices where the customer expects them. A packing note carries no totals block at all — that is what the invoice is for.