Shipping Bulletins

By 10 November, 2022 January 24th, 2023 Billing, Digital transformation, Products

Do you run a delivery business and need to print your shipping slips? Collabox prepares them for you in a single click.

Preparing an invoice

At Collabox, we prefer to produce invoices before creating a shipping bill or delivery note. The reason is simple, this document is only a copy of the invoice, without the price! Thus, creating the invoice first saves you from having to make a duplicate entry later on.

First, click on the main Accounting menu.

Image representing the Collabox main menu. The cursor points to the Accounting tab.

Then select the “Add an invoice” link. You can also bill by product, as presented in the blog post here.

Image showing the Invoice List page. The cursor points to the "Add an invoice" link.

Choose a client and a project to invoice, then click on “Continue”.

Image showing the page for creating an invoice from a customer.

Now add your products and notes. Your invoice is complete. Note that you must also add the invoice amount to the correct budget line.

Create your shipping slips

After creating the invoice, scroll down the page until you see the “Print a Bill of Lading” or “Print a Delivery Note” button, depending on your organization’s custom terminology.

Click on the “Print a bill of lading” or “Print a delivery note” button and see a .pdf document open. The latter will have the same relevant information as the invoice, except for the prices of your products.

The shipping note can be printed and glued to the box. The content and quantities are easily validated by your staff.

Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Documentary Blog to continue using the Collabox!

If you have any questions, please contact us and we will be happy to answer you. (418) 907-9274