One invoice from several documents: loading items
How to add the items of another invoice, proforma, quotation or delivery note to a new invoice in Vporiadku, from several documents one after another.
Step by step
Open a new invoice
In Invoices press “New invoice” and fill in the customer and the dates.
Open the item loader
By the items press “Load items from a document”. In “Document type” choose Invoice, Proforma invoice, Quotation or Delivery note.
Choose what happens to the items in the form
Keep “Add to the existing items”: the lines are added under those already in the form. “Replace the existing items” overwrites them.
Pick the document
Find the document by number or customer and click it. The items load and the window closes.
Repeat for the next documents
For each further delivery note repeat the last three steps. The invoice then holds the lines of all of them; check it and press “Issue”.
What is copied
Only the items: name, description, quantity, unit, price, VAT rate and discount. The customer, the dates and the due date stay as you entered them in the form. Items from a credit note load with positive amounts.
What happens to the source documents
Nothing. They stay as they were and are not linked to the new invoice. To know what you have already invoiced, write the delivery note numbers in the invoice’s opening text.
Several delivery notes with one button
On Profi, in the list of delivery notes, orders or quotes, tick the documents of one customer and press Invoice selected. A draft of one summary invoice appears, its lines grouped by document, and the source documents are marked as invoiced, so you cannot bill them twice. The guide Summary invoice from delivery notes walks through it.
A whole document to an invoice
When one whole document becomes an invoice, such as a quotation or a delivery note, use its Create Invoice button. The invoice takes over the customer and the items and stays linked to the document. Advances and payments in parts are in Billing in parts.
Frequently asked questions
- Can several delivery notes be invoiced with one button?
- Yes, on Profi: tick them in the list of delivery notes and press “Invoice selected”. One summary invoice appears and the delivery notes are marked as invoiced. Without that button you load the items of each delivery note separately.
- Which plan is it on?
- Loading from an invoice or a proforma is on every plan. Quotations and delivery notes are on the Profi plan.
Did not find your answer? Write to us at podpora@vporiadku.sk; we answer in Slovak, English and Ukrainian.
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