Reports and forms

Packing Slip - Service

Forms you can customize

Customize data on Service Packing Slips:
Customize Packing Slips (Service) window > Add New Data Field/Column button > Select from List [multiple selection] window

The basic fields in the standard form layout provide all the data usually needed to create a service packing slip. You can also use supplemental fields to supplement or replace basic data on any service packing slip.

Data field name	Data that will print in this field	Basic/Supplemental (Basic field title)
NOTE:   More data fields are available to customize this form: · Supplemental fields from the Card Information window · Supplemental fields from the Company Information window · Supplemental fields from the Applied Payment Details window
[*Inv/PO #*]	The number of the transaction with an asterisk before and after it	Supplemental field
[Amount]	The amount of each line item entered on the transaction. NOTE:  The basic form layout provides only a text title for this field	Supplemental field Basic text title: Amount
[Amount + tax]	The amount of the line item plus the amount of tax for the line item	Supplemental column
[Applied]	The total of the payments that have been applied to the sale. NOTE:  The basic form layout provides only a text title for this field.	Supplemental column Basic text title: Amount Applied
[Authorization Code]	The authorization code entered on a credit card transaction using the Applied Payment Detail window	Supplemental field
[Balance]	Amount of the sale including tax and freight charges minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the sale. NOTE:  The basic form layout provides only a text title for this field	Supplemental field Basic text title: Balance Due
[Category]	The financial tracking category assigned to this sale	Supplemental field
[Comment]	The comment entered on the transaction	Basic field (COMMENT)
[Company Address]	The company address entered in the Company Information window	Basic field (NO TITLE)
[Company Name]	The company name entered in the Company Information window	Basic field (NO TITLE)
[Cust PO #]	The entry in the Customer PO # field on the transaction	Basic field (Your Order #)
[Date]	The date entered on the transaction	Basic field (Date)
[Description]	The description of each line item entered on the transaction	Basic field (Description)
[Due Date]	The date the payment is due, based upon the terms of the sale	Supplemental field
[Freight]	The freight amount entered on the sale. NOTE:  The basic form layout provides only a text title for this field	Supplemental field Basic text title: Freight
[Freight + tax]	Includes the freight amount plus the Tax on the freight	Supplemental field
[Inc Freight]	The charge including freight	Supplemental field
[Invoice #]	The invoice number entered on the transaction	Basic field (Invoice #)
[Job Description]	The description of the job for which a job number appears for a line item	Supplemental field
[Job Name]	The name of the job whose job number is entered for a line item	Supplemental field
[Job Number]	The job number entered for a line item	Supplemental field
[Mailing Address]	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window -- Profile view	Basic field (Bill To)
[Memo]	The memo entered in the Journal Memo field of the transaction	Supplemental field
[Original Amount in English]	The amount of the sale including tax and freight charges (but not including any payments that may have been applied). Amounts up to and including 99,999.99 are printed in words; larger amounts are printed in numeric form.	Supplemental field
[Page #]	The pages of the sale are counted; this field displays the number of the page.	Basic field (Page)
[Payment Method]	The payment method selected when entering a payment for the sale. This field won't print if more than one payment has been applied to the sale.	Supplemental field
[Referral Source]	The referral source entered on the transaction	Supplemental field
[Sale Status]	The status of the sale at the time it is printed -- Invoice, Order or Quote	Supplemental field
[Salesperson]	The salesperson entered on the transaction	Supplemental field
[Ship Date]	The date entered in the Promised Date field on the transaction	Basic field (Shipping Date)
[Ship Via]	The ship method entered on the transaction	Basic field (Ship Via)
[Shipping Address]	The shipping address entered on the transaction	Basic field (Ship To)
[Subtotal]	The total of the line item amounts on the sale (no tax included)	Supplemental field
[Subtotal + tax]	Includes the subtotal amount plus the tax on the subtotal	Supplemental field
[Tax]	The amount of tax charged for line items and freight on the sale. NOTE:  The basic form layout provides only a text title for this field	Supplemental field Basic text title: Sales Tax
[Tax Code - Freight]	An X is printed if the freight entered on the sale is taxed	Supplemental field
[Taxed]	An X is printed if the Tx column was marked for a line item on the transaction. NOTE:  The basic form layout provides only a text title for this field	Supplemental column Basic text title: Tx
[Terms]	The terms that appear on the top of the transaction, next to the Terms zoom arrow	Basic field (Terms)
[Total]	The total of the line items plus tax and freight charges. (Doesn't reflect any payments that may have been applied.) NOTE:  The basic form layout provides only a text title for this field	Supplemental field Basic text title: Total Amount
[Transaction ID]	The Transaction ID entered on the transaction using the Applied Payment Detail window	Supplemental field
None	The title of the form appears in this text field. You may edit this title like any other form text field.	Form Text Title: Packing Slip (no related data field)

Note:  Certain fields may not be available on some versions of the form layout