How to Create Packing Slips in Quicken Home and Business Editions
Keep your business organized with Quicken's "Invoice" template, which allows you to create invoices and packing lists. Quicken's maker, Intuit, suggests using the "Invoice" as a packing slip. Creating a new packing slip takes a few minutes and saves your staff time and effort reviewing shipping orders, and helps assure your customer you're on top of your game. This process works with Quicken's Home & Business edition; other editions employ a similar process.
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Instructions
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Open up Quicken on your computer from the "Start" menu and wait for it to open before continuing.
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Select "Business," then "Invoices and Estimates," then "Create Invoice."
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Click on "Customer" and enter your client's name and shipping address in the fields so you have an easy reference on your packing slip when it comes time to send it.
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Select "Project/Job" and enter information on the project or order that can help your client identify the shipment. This could be the order date, or a few descriptive keywords. This field is optional.
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Click on "Bill To" and enter the client's billing address, which may be different from the shipping address. Do the same for "Ship To" if it's displayed; not all invoices display this.
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Fill out the "Due Date" and the "P.O. Number" fields with the invoice due date and the purchase order number. If you want to skip the due date since you're making a packing slip, go ahead.
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Click on "Item" to get to a pop-up list of items. Select the items you want to include on your list. When you select the item, Quicken automatically fills in the price you have saved in the system.
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Adjust the number of items a client is buying by selecting the quantity or "QTY" field. Then, adjust the number up to reflect a purchase of several copies of something.
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Click on "Customer Message" to write an optional message to the customer or the employee who'll be packaging the order. For example, remind your employee that something is fragile in this area.
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Select "Tax" to adjust the tax rate for the items, if they're taxable. Manually enter in the percentage.
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Press "Ctrl" + "P" to print the item. Print two copies -- one that you'll use for the packing slip and a second one to send to the client as an order invoice. After this, save the document if you want using "Ctrl" + "S."
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