Proforma Invoices

A proforma invoice is a preliminary bill you send before the actual sale — for example to collect an advance or for the customer’s approval. It is not a tax invoice and does not change stock or GST until you convert it.

Where to find it: Other Documents ▾ → Proforma Invoice, or + Create → Proforma Invoice (keyboard Alt + F)

Create a proforma

1. Click + Add New.
2. Pick the customer and check the place of supply (and the distance for e-way bill if goods will be transported).
3. In Proforma Detail choose the Type (Tax Invoice, Bill of Supply, Reverse Charge Invoice or Export Invoice), check the proforma number and date and add delivery details if needed.
4. Add the items, choose whether to show bank details, and write the terms.
5. Click Save & Print to print or send it, or Save.

Convert to a sale invoice

When the customer confirms, click ▾ on the proforma and choose Convert to Sale Invoice. A tax invoice is created with today’s date, stock is reduced and the proforma is marked converted. Then check the payment status of the new invoice. Record a payment

Other actions

The ▾ menu also lets you duplicate, delete or cancel a proforma. Use Search to filter by company, product, dates, proforma number, type and more.