Make sure that billing and shipping contacts are clearly printed at the top of the invoice.
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Invoice Number: In addition to assigning an invoice number to each customer, consider giving each a buyer code for easy tracking and accurate record-keeping.ĭate: This seems obvious, but recording dates is an important part of recordkeeping and communication with clients.īilling and Shipping Contact Info: The address for the buyer may be different from the delivery address. The contact information for your business should be easy for customers to locate on the invoice. If you’re creating your own shipping forms or customizing templates for your business, here are some details to include on a shipping invoice:Ĭompany Information: Create a professional template by adding a company logo and business address. Depending on the type of shipment, a packing slip may also be accompanied by a return form so that customers can return damaged or unwanted items. A packing slip is often included inside of a customer’s package, but it may also be enclosed in a clear plastic pouch on the exterior of a package so that customs agents or other officials can quickly verify contents. While it’s a simple form that lists the inventory included in a shipment, it can play an important role in providing clear communication with customers, minimizing errors during packing, assisting the customs process, and identifying lost cargo when the exterior of a package is damaged. This documentation allows the buyer to to verify the goods in a shipment and see what items are backordered.Ī packing slip may also be referred to as a packing list, waybill, or delivery docket.
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A packing slip is sent with a shipment to show what items are included. An invoice is a bill showing what a customer owes for items purchased. While they may look similar, these templates serve different purposes. Two of the most commonly used templates are invoices and packing slips. For smaller businesses, templates offer an easy, cost-effective solution that can be customized based on the type of business or for specific customers. Some companies use shipping software to manage all of the steps involved in order fulfillment, including receiving orders and returns, sending shipments, creating packing slips and shipping labels, and other tasks that can be automated. Getting started with the Smartsheet API.ENGAGE Smartsheet ENGAGE brings together our global customers, experts, and partners to share their experiences, ideas, and best practices.Smartsheet events Your hub for Smartsheet events, webinars, Q&As, and user groups.Partners Learn about the Smartsheet partner program and access our partner directory.Community Explore user-generated content and stay updated on our latest product features.Help and Learning A comprehensive knowledge base, including articles, tutorials, videos, and other resources that cover a range of topics related to using Smartsheet.Content Center Articles and guides about project management, collaboration, automation, and other topics to help you make the most of the Smartsheet platform.