Split a document in two
How to move selected lines of a draft invoice, quotation, order or delivery note into a new document of the same kind in Vporiadku.
Sometimes a customer wants one order on two invoices, or part of a delivery invoiced later. You split a draft with one button.
Step by step
Open the draft
Open an unissued invoice (Invoices), quotation, order or delivery note with at least two lines.
Press Split document
Among the document actions press Split document.
Tick the lines
Tick the lines that move into the new document. At least one must move and at least one must stay.
Confirm
Press Split. A new draft opens with the next number. The customer, the dates and the texts are copied and both documents are recalculated.
When a document cannot be split
- It is already issued. An issued document is corrected with a credit note or cancelled.
- It is a credit note, a debit note or a cancellation.
- It carries an advance deduction or a retainer, or it is the final invoice of an advance invoice.
- It is a summary invoice. Delete it and create it again from fewer delivery notes.
Frequently asked questions
- Which plan can split documents?
- Profi.
- Does the new document count against the monthly limit?
- Yes, the new draft is a new document like any other.
Did not find your answer? Write to us at podpora@vporiadku.sk; we answer in Slovak, English and Ukrainian.
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