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

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

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