Articles on: Integrations

How to Create a Waybill with Invoice123?

A waybill is an important document that needs to be created to officially record a specific event, usually related to the receipt or delivery of goods or services.


How to create a waybill?

  1. Open the INTEGRATIONS list

You can find the modules in two ways: in the Account Management dashboard by selecting the PUZZLE ICON, or in account settings by clicking on INTEGRATIONS


  1. In the list of integrations, find the WAYBILLS integration and INSTALL it

  1. After installing the module, you will find its functionality on the left navigation bar

  1. Click on CREATE WAYBILL

  1. Select the type of WAYBILL

  1. Choose a REFERENCE NUMBER. If you haven't created one yet, add it through the EDIT REFERENCE NUMBER feature

  1. Fill in all the necessary data

Required fields:
  • Place issued
  • Receiver
  • Carrier
  • Vehicle details
  • Loading and unloading information
  • Cargo details


  1. Click CREATE WAYBILL

  1. After creating the waybill, it can be converted into an invoice


How to create a carrier?

  1. Click on CARRIERS in the left navigation bar

  1. Select CREATE CARRIER

  1. Enter the carrier information

  1. Click CREATE CARRIER

  1. After expanding the carrier's card, you will see all the related waybills and you will be able to create a waybill specifically for that carrier

Updated on: 11/06/2024

Was this article helpful?

Share your feedback

Cancel

Thank you!