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?
- Open the INTEGRATIONS list
- In the list of integrations, find the WAYBILLS integration and INSTALL it
- After installing the module, you will find its functionality on the left navigation bar
- Click on CREATE WAYBILL
- Select the type of WAYBILL
- Choose a REFERENCE NUMBER. If you haven't created one yet, add it through the EDIT REFERENCE NUMBER feature
- Fill in all the necessary data
Required fields:
- Place issued
- Receiver
- Carrier
- Vehicle details
- Loading and unloading information
- Cargo details
- Click CREATE WAYBILL
- After creating the waybill, it can be converted into an invoice
How to create a carrier?
- Click on CARRIERS in the left navigation bar
- Select CREATE CARRIER
- Enter the carrier information
- Click CREATE CARRIER
- 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
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