Proforma invoice: A proforma invoice is a preliminary bill of sale that a vendor sends to a prospective customer before a sale is confirmed. Proforma invoices outline the details and costs of a product or service before the transaction takes place.
To create pro forma, please follow the steps below:
Step 1: Go to “Quotation”
Step 2: Click on “Proforma Invoice” and click on “+ Create Proforma Invoice”.
Step 3: Add the “customer”.
To add the New Customer while creating the invoice please check the link below.
To add the existing Customer please search the customer’s name and select the customer.
Add Other details:
Pro Forma date: Add the created date of the Pro Forma.
Due date: Add the due date of the confirmation for the Pro forma.
References: you can add the sales person number etc in the references.
Custom headers:
You can add custom document headers to mention the additional details on the proforma invoice.
To know how to add custom document headers you can click on the link below.
Step 4: Add the “Products”.
To add a new product while creating the proforma invoice you can click on the below link.
To add an existing product search the product name in the search bar >> add the quantity >> click on add to bill.
Adding discount to the product:
To add the discount to the product select the discount type >> Add the discount on the product.
Additional charges:
To add the additional charges to your proforma click on additional charges >> Click on add new charges to add the applicable charges >> Mention the amount/percentage of the charges.
Step 5: Click on “Add Notes and terms”.
Add the applicable notes and terms in the given section to mention notes and terms on the proforma.
To show existing bank details on proforma invoice, select the bank.
To add a new bank details while creating the proforma you can click on the below link.
Step 6: Select the “Signature”.
To add the new signature please check the steps from the link below.
Step 7: Click on “Save”.
