Step 1 : Click on other Documents menu then click on Proforma invoice Sub-menu

Step 2 : Click on Add New button to add Proforma invoice

Step 3:

Select the customer fill the invoice and product details

Section 1: Customer Information Section:
– Select Customer from the list or if you do not have that customer click on Add customer button to add new customer

Section 2: Invoice Detail Section:
– Select Invoice Type : Regular, Bill of Supply, Export

– Proforma No. & Date will be auto selected but if needed you can change it

– Enter other information like Challan No, Challan Date, E-Way No (These fields are customizable from the settings)

Section 3: Product Items
– Select the Product from the list or if you have not added your product click on “Add Product” button to add a new product

– Other details like HSN, QTY, UOM, Price, GST will be auto-filled based on what you have entered when creating a product. If needed you can edit it or add if it’s blank.

(Enter Price and select GST if your selling price is excluding, Or if your price is including then select GST and enter Total amount it will auto calculate Price)

– Select all the products that you want to add to the proforma invoice

(You can use “-” button to remove any product, and use “+” button if you want to add a new item in between already added items)

Note: You can change the Discount in Rs or % from the discount toggle button

Note: If you want to add extra changes like Packaging, Transport you can add that by clicking on “Add Additional Charges” and then you have to add those charges in the invoice, the same way as you added items

Section 4:

– Choose the bank details from the drop-down which you want to show in the invoice
(Note: If you have not added bank details or UPI ID, you can add them from the settings option)

– It will use default Terms & Conditions, if needed you can change it for this specific invoice or you can also change default Terms & Conditions from the settings option

– If you want to add any extra notes like Warranty you can add that by clicking the “Add Notes” button

Section 5:

– You can add TCS or discount if needed

Note: Both fields are customizable, you can change their label and function if you want to add that amount to the total amount or subtract from the total amount

Example: you can change the Discount name to Subsidy and click the “-” button and “%” button so it will subtract the entered % from the total amount.

– Set Round off to Yes or No as per your need

Step 6 : You can add any remark in the Document note section (it’s for internal use and will not be printed in the invoice)
Example: Like who created this invoice or reason if you have given a special price or discount

Step 7 : Click on the “Save Button”