To record a note on an invoice that the customer can see you will need to add it as a line item on the invoice, do that by going to Invoices > Select the invoice > add comment. To print a packing slip go to Invoices > Select the invoice that you would like to print the packing slip for > Click Packing Slipin the top right hand corner Invoice Notes The solution is based on technology acquired with DeliverySlip by Zix in 2019. Plus, you can recall files, enforce rights management, and append legally binding e-signatures. A Print Packing Slip button will now appear on your invoices screen. Zix’s Secure File Sharing aims to make it simple for users to send large attachments in emailup to 100GB in sizesecurely. It is offered as a cloud service, and it is designed to emulate the ‘old school’ secure email gateways (or what we like to call, gateway-style DLP). The system works very well, allowing me to satisfy my GDPR. The DeliverySlip Crypto-Gateway connects with Microsoft 365 to help cast a wider net for data leakage protection. My secretary however is more desk-bound and uses Outlook.
This is really important to me as I do lots of work off my smartphone as well as my laptop using Gmail.
To enable packing slips go to Settings > Invoice Options > Packing Slips and tick the enabled box.Use the Name field to rename the Packing Slips if appropriate. Deliveryslip is compatible and completely integrated with Gmail and Outlook. So long as the damage is noted on the delivery slip, the insurance claim will cover the cost of repair.
Deliveryslip lotus notes professional#
Packing slips can also show a separate delivery address or be renamed to something more appropriate like ‘Thank You’ for example. Our freight companies are very professional and reliable. Packing slips can be enabled on invoices, allowing you to include information on a packages contents without including financial details such as price.
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