Adding a Shipping Waybill to Sales Invoices

The system allows you to create a Shipping Waybill template and link it to any invoice. Follow the steps below to complete the process:

1. Create a Shipping Waybill Template

• To begin setting up the waybill, go to the templates:
• From the main menu, go to “Templates”.
• Select “Printable Templates”
• Click “Invoice/Estimate Layouts”.
• Click “New Layout”.
• Choose one of the available Layouts.
• Change the invoice title to “Shipping Waybill”.
• Click “Save” to create the template.

2. Add the Template to Voucher Models

After saving, the system will return you to the Print Templates page:

• Click the Actions (…) button next to the template you created.
• Select “Mark as Voucher” from the dropdown menu.

This will make the Shipping Waybill template available for use inside invoices.

3. Use the Shipping Waybill Inside an Invoice

To add the waybill to a specific invoice:

• Go to “Sales”, then select “Manage Invoices”.
• Open the invoice you want to attach the waybill to.
• Click the “Vouchers” button.
• Select the “Shipping Waybill” template you previously created.

The shipping waybill for that invoice will now appear ready for printing.