{"id":40803,"date":"2025-11-19T11:55:14","date_gmt":"2025-11-19T11:55:14","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a5%d8%b6%d8%a7%d9%81%d8%a9-%d8%a8%d9%88%d9%84%d9%8a%d8%b5%d8%a9-%d8%a7%d9%84%d8%b4%d8%ad%d9%86-%d8%b9%d9%84%d9%89-%d9%81%d9%88%d8%a7%d8%aa%d9%8a%d8%b1-%d8%a7%d9%84%d8%a8%d9%8a%d8%b9\/"},"modified":"2025-12-07T12:53:23","modified_gmt":"2025-12-07T12:53:23","slug":"adding-a-shipping-waybill-to-sales-invoices","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-shipping-waybill-to-sales-invoices\/","title":{"rendered":"Adding a Shipping Waybill to Sales Invoices"},"content":{"rendered":"<p dir=\"ltr\">The system allows you to create a <strong data-start=\"144\" data-end=\"164\">Shipping Waybill<\/strong> template and link it to any invoice. Follow the steps below to complete the process:<\/p>\n<h3 dir=\"ltr\" data-start=\"103\" data-end=\"132\"><strong>1. Create a Shipping Waybill Template<\/strong><\/h3>\n<ul>\n<li dir=\"ltr\" data-start=\"133\" data-end=\"190\">To begin setting up the waybill, go to the templates:<\/li>\n<li dir=\"ltr\" data-start=\"133\" data-end=\"190\">From the main menu, go to <strong data-start=\"390\" data-end=\"405\">\u201cTemplates\u201d<\/strong>.<\/li>\n<li dir=\"ltr\" data-start=\"133\" data-end=\"190\">Select <strong data-start=\"418\" data-end=\"439\">\u201cPrintable Templates\u201d<\/strong><\/li>\n<li dir=\"ltr\" data-start=\"133\" data-end=\"190\">Click <strong data-start=\"451\" data-end=\"485\">\u201cInvoice\/Estimate Layouts\u201d<\/strong>.<\/li>\n<li dir=\"ltr\" data-start=\"133\" data-end=\"190\">Click <strong data-start=\"497\" data-end=\"513\">\u201cNew Layout\u201d<\/strong>.<\/li>\n<li dir=\"ltr\" data-start=\"133\" data-end=\"190\">Choose one of the available Layouts.<\/li>\n<li dir=\"ltr\">Change the invoice title to <strong>\u201cShipping Waybill\u201d<\/strong>.<\/li>\n<li dir=\"ltr\">Click <strong>\u201cSave\u201d<\/strong> to create the template.<\/li>\n<\/ul>\n<h3 dir=\"ltr\" style=\"text-align: left;\">2. Add the Template to Voucher Models<\/h3>\n<p dir=\"ltr\" style=\"text-align: left;\" data-start=\"738\" data-end=\"807\">After saving, the system will return you to the Print Templates page:<\/p>\n<ul>\n<li dir=\"ltr\" data-start=\"811\" data-end=\"879\">Click the <strong data-start=\"821\" data-end=\"836\">Actions (\u2026)<\/strong> button next to the template you created.<\/li>\n<li dir=\"ltr\" style=\"text-align: left;\" data-start=\"882\" data-end=\"942\">Select <strong data-start=\"889\" data-end=\"916\">\u201cMark as Voucher\u201d<\/strong> from the dropdown menu.<\/li>\n<\/ul>\n<p dir=\"ltr\" data-start=\"944\" data-end=\"1023\">This will make the Shipping Waybill template available for use inside invoices.<\/p>\n<h3 dir=\"ltr\" data-start=\"944\" data-end=\"1023\">3. Use the Shipping Waybill Inside an Invoice<\/h3>\n<p dir=\"ltr\" data-start=\"1081\" data-end=\"1122\">To add the waybill to a specific invoice:<\/p>\n<ul>\n<li dir=\"ltr\" data-start=\"1126\" data-end=\"1174\">Go to <strong data-start=\"1132\" data-end=\"1143\">\u201cSales\u201d<\/strong>, then select <strong data-start=\"1157\" data-end=\"1171\">\u201cManage Invoices\u201d<\/strong>.<\/li>\n<li dir=\"ltr\" data-start=\"1177\" data-end=\"1230\">Open the invoice you want to attach the waybill to.<\/li>\n<li dir=\"ltr\" data-start=\"1233\" data-end=\"1267\">Click the <strong data-start=\"1243\" data-end=\"1257\">\u201cVouchers\u201d<\/strong> button.<\/li>\n<li dir=\"ltr\" data-start=\"1270\" data-end=\"1336\">Select the <strong data-start=\"1281\" data-end=\"1303\">\u201cShipping Waybill\u201d<\/strong> template you previously created.<\/li>\n<\/ul>\n<p dir=\"ltr\" data-start=\"1338\" data-end=\"1411\">The shipping waybill for that invoice will now appear ready for printing.<\/p>\n","protected":false},"author":29,"featured_media":0,"template":"","categories":[],"tags":[],"class_list":["post-40803","tutorial","type-tutorial","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding a Shipping Waybill to Sales Invoices - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-shipping-waybill-to-sales-invoices\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding a Shipping Waybill to Sales Invoices - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"The system allows you to create a Shipping Waybill template and link it to any invoice. 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