Running Shipping & Packing Slips

Reframed from Yvonne's April 2026 "MOM Packing Slips Invoice Process." The destination is the same — Alliance gets packing slips, ShipStation gets the order file — but the batch-processing steps that used to take two separate passes through MOM now happen from one place.

What you did before (MOM)

• Ran packing slips as their own batch: Maintain → System Information → Global Parameters → select Print Packing Slips → select All Orders → Order → Process Orders → Batch Order Processing → Pick List/Tickets, then saved the batch as a Power PDF named PS<date>.
• Ran invoices as a second, separate batch: back into System Information to unselect Print Packing Slips, then Order → Process Orders → Batch Order Processing → Invoices/Print Invoices, saved as a Power PDF named INV<date>.
• Switched to the Remote Access Server, opened the Rapid Runner/ShipStation icon, and printed from there.
• Separately, in Chrome, opened ShipStation, selected Import Orders, chose the ShipStation.csv file, and imported it to the Active Parenting store using the "AP Upload with Email" saved mapping — this is what actually moved MOM's orders into ShipStation.
• Once done, the packing slip PDF went to Alliance, and invoices were printed and mailed to the customer directly by Joan.

What you do now (APSync)

• The two separate MOM batch passes (packing slips, then invoices) and the ShipStation CSV import collapse into one action: make sure recent HubSpot invoices have synced to QuickBooks, open APSync, click Shipping, and run it. See Start Here for Shipping for the full current flow.
• The sync-before-shipping step matters more now, not less — MOM's batch was working off its own local data; APSync's Shipping run reads invoice state from QuickBooks, so a HubSpot edit that hasn't synced yet will be invisible to it. See Check sync status before shipping.
• Packing slips still go to Alliance the same way, once APSync produces them — that destination hasn't changed, just how the file gets built.
• Not yet fully implemented: the published Shipping & Handling fee schedule. APSync currently charges the flat continental 10%/$10.95-minimum rate on every order — Alaska/Hawaii/territory rates, international rates, and the service-item shipping exemption are confirmed policy but not yet applied automatically. Double-check by hand for any of those cases until this is finished; see Start Here for Shipping's confirmed/implemented table for the exact current state.
• Not yet confirmed: whether invoice PDFs still need to be printed and mailed by hand the way Joan used to, or whether that's now covered by HubSpot's own customer-facing PDF/email delivery. Check with your team lead until this is settled rather than assuming either way.

Watch for

• backordered items
• partial shipments
• kits or bundles that should ship as a single warehouse-facing item
• service lines that should not ship
• orders that should wait because QuickBooks is not current yet
• shipping destinations (Alaska, Hawaii, a US territory, or international) or service-only orders where the fee schedule isn't fully automated yet — double-check by hand

If something looks wrong

Do not send the files yet. Use Submit an Issue and include the invoice number or order number.