Proforma Invoice / Quotation #
A proforma invoice is a document that is sent to a customer or buyer before a sale is confirmed or before a payment is made. It contains details such as the description, price, quantity, and shipping information of the goods or services to be delivered. It does not serve the function of a real invoice or a final bill for payment. It is a proposal, estimate, or quotation that shows the terms of the sale and the deliverables from the seller’s end. A proforma invoice is often used in international trade, especially for customs purposes on imports. It can also help the customer to decide whether to proceed with the order or not.
A proforma invoice is a document that gives the customer an idea of what the products and services will cost before they place an order. It is not a final invoice, but a preliminary one that may change depending on the actual delivery and terms of sale. To create a proforma invoice from Add Sale option, you need to follow these steps:
– Select the products and services you want to include in the proforma invoice and enter the quantity and price for each item.
– Choose the status as a proforma and enter any other details such as shipping costs, taxes, discounts, etc.
– Save the proforma invoice/Quotation and it will be added to the list drafts page.
– If you need to change the proforma invoice to Final Invoice just edit then change the status to final
– If you saved it as Quotation Select ‘Convert to proforma invoice’ from the action dropdown button on the list quotation page.
A proforma invoice is a useful tool to communicate with your customer and provide them with a clear and accurate estimate of the cost of your products and services.
A proforma invoice is an estimated invoice that is used to request payment from the buyer for goods or services before they are supplied.
The quotations can be converted to proforma invoices.
Select ‘Convert to proforma invoice’ from the action dropdown button on the list quotation page.
The proforma invoices will be added to the ‘list drafts’ screen. you can convert them later into actual invoices.
