Adding proforma invoice
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- proforma invoice
A proforma invoice is a preliminary document sent to a buyer before a sale is finalized. It outlines the details of the transaction, including the products or services being offered, prices, terms, and conditions, but it is not a demand for payment.
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- Procedures to Add the proforma invoice
- 1. Select the customer details.
- 2. Select the sales man.
- 3. provide the subject detail.
- 4. select the product, rate and tax details in the same row.
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- 5.Click on the Create Proforma Invoice Button, the proforma invoic will get generated now.
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- Icon Description
- Click on the Green colour plus symbol to view the action buttons.
- can able to view and delete the proforma invoice.