Proforma Invoice
Click on Create:
Buyer Details
Customer: Select the customer for whom the proforma invoice is being generated.
Suppliers
Suppliers: Select the supplier associated with this invoice. Supplier details (name and address) will be displayed.
Primary Document Details
Type: Select whether the invoice is for Product or Service.
Customer: Select the customer from the list.
SO Number: Select the linked Sales Order number (if created against a Sales Order).
OC Date: Enter the order confirmation date.
Document Series: Choose the document series under which the proforma invoice will be recorded.
Payment Date: Select the expected payment date.
PO Number: Enter the Purchase Order number (if provided by the customer).
PO Date: Enter the date of the customer’s purchase order.
Payment Term: Select the agreed payment terms.
Bank Details: Select the bank details for payment.
Notes: Add any specific notes or remarks.
Items
Item: Select the product/service to be invoiced.
Variation: If applicable, select product variation.
UOM (Unit of Measure): Specify the unit of measurement.
Alternate UOM: Select alternate unit of measurement if applicable.
HSN/SAC: Enter the HSN/SAC code.
Quantity: Enter the quantity.
Price: Enter the unit price.
Discount: Enter any applicable discount.
Discount Type: Choose whether the discount is % or Fixed.
Tax Classes: Select the applicable tax class.
Total Before Tax: Auto-calculated based on quantity, price, and discount.
Total Tax: Auto-calculated based on tax class.
Click + Add Item to add multiple items.
Extra Other Charges
Description: Enter the description of additional charges.
Amount: Enter the charge amount.
Tax: Select tax if applicable.
Total Tax: Auto-calculated.
Click + Add Item to add multiple charges.
Additional Details
Attachments: Upload supporting documents.
Attach Signature: Attach authorized signature.
Comment: Add remarks.
Terms & Conditions: Define the terms and conditions for this proforma invoice.
Actions:
Draft: Click on Draft to save the proforma invoice as a draft for later editing.
If in Draft, the proforma invoice can be updated.
Submit: Once you click Submit the proforma invoice is finalized.
If in Submit, the proforma invoice cannot be updated.
View: Click on the View button to view proforma invoice details.
Print: Click on the Print button to print the proforma invoice.
Update:
Allowed only when the proforma invoice is in Draft status.
Not allowed once it is in Submit status.
Workflow Approval:
If Approval Workflow is enabled in setup, only assigned members can approve the proforma invoice .
Other members cannot approve it.
Cancellation:
Proforma invoice can be cancelled if they are no longer required.
If cancellation rules are enabled in setup, only authorized members can cancel the proforma invoice.
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