How to use a Waybill Document

Note: Waybills are back office/manager type sales documents, and are not used at the Point Of Sale.

Waybills are used for inventory purposes. When you create a waybill, it pulls the items out of inventory but does not accept payment.

To create a Waybill document:

Step 1: Click on the SALES module, then click the “+” next to Invoices.

Step 2: In the the Type drop down menu to the left, select Waybill.

Step 3: Enter all other information for the waybill. Fields highlighted in red must be filled out. You can either enter the customer’s name under Customer, search for their name with the button next to the box, or you can add a new company or person. Select the Location the waybill applies to.

Note: Waybill printout shows the line “Shipment packed by:”

Step 4: Next step is to add the product/service with the quantity, the unit it is sold by (if applicable), a discount if available, the price, and select the tax rate. You can type the product/service name into the form or search for an existing product/service by clicking the buttons in the form.

Step 5: Click Save to save the document, or click to Confirm when done.

Note: Once confirmed you can no longer edit the document. Your current stock of the product in the waybill will decrease by the amount in the waybill document.

When you are ready to take payment, reopen the Waybill and click To Invoice in the bottom bar. If this bar is not shown, click the yellow arrow icon on the bottom left hand side of your screen to expand it.

The Waybill has now been converted to an Invoice. You can continue processing all items just like an Invoice.