How to setup and use proforma invoices
1- How to set up proforma invoices for your business
2- How to create a proforma invoice
1- How to set up proforma invoices for your business
Go to Masters - My Companies - Click on EDIT - Click on the check box next to Is Proforma Invoice Company?- Save Changes
Is Proforma invoice company? should only be selected for your sister company. A primary company cannot be a proforma invoice company.
If Is Proforma Invoice Company? is selected for any sister company and invoices are generated under it, the same invoices cannot be changed to normal tax invoices. They will remain as Proforma invoices. Always create a new company and be sure to use the checkbox for Is Proforma Invoice Company to avoid any invoicing errors.
Multiple branches with different GST numbers:
If you have multiple companies/ sister concerns with different GST numbers and you require a proforma company for each of them, please create a new proforma invoice company with unique codes for each to be able to easily identify which proforma invoice has been created for which sister concern/ company.
Go to Masters - My Companies - Click on Add New Company - Add all details - Under Code enter a 2-letter code that helps you easily identify the company under which the proforma invoice is generated - Click on Is Proforma Invoice Company? - Save
If Is Proforma Invoice Company? is selected for any sister company and invoices are generated under it, the same invoices cannot be changed to normal tax invoices. They will remain as Proforma invoices. Always create a new company and be sure to use the checkbox for Is Proforma Invoice Company to avoid any invoicing errors.
2- How to create a proforma invoice
Once you have set up your company, a Proforma invoice can be created under the Proforma company.
Go to Operations - Billing - Add new invoice- Select Customer - Under Billing section click on change and select Proforma company - Add relevant bookings - Save
Once you have generated a Proforma invoice, the same will be visible with a label in the Operations - Billing section
Once created, you can edit the Proforma invoice, share on email, download or print, just like a normal invoice.
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