Packing Slip and Invoice Printing

In Unleashed you have the option of choosing what prints on a customer by customer basis.  The three options for document printing out of Unleashed are;

1.       Print a packing slip  ( note:  no pricing information will print on a packing slip )

2.       An invoice

3.       Both Packing Slip and invoice  

The checkboxes for turning on and off what documents you prefer to print are located at: Sales  |  View Customers (by drilling into the specific customer’s masterfile record)

If just one of these options is checked then that is the only document printed at any stage in the transaction.  Quotes remain the same as before.  You can print a quote directly from the invoice screen.

To print a document, simply create an invoice for a customer and select “Print” or “Complete” at the bottom of the screen to print or complete that transaction. If both check-boxes are selected then both a packing slip and an invoice will be created.