How to Create a Performa Invoice

Overview

This guide explains how to create a Proforma Invoice, including where to find the option, adding customer and product details, and posting the document.

Accessing Proforma Invoices

To create a new Proforma Invoice:

1. Use the left-hand side menu.

2. Click Sales.

3. Select Proforma Invoices.

4. From the Proforma Invoice list screen, click Add Proforma Invoice.

You will be brought directly into the Proforma Invoice screen.

Completing a Proforma Invoice

Once the Proforma Invoice screen opens, complete the following steps.

Customer Details

1. Select the Customer for the proforma invoice.

Adding Products

Products can be added in multiple ways:

• Search by typing in the product search field

• Scan products using an attached barcode scanner

All selected products will appear as line items on the proforma invoice.

Additional Details

You can also enter:

• Purchase Order (PO) number

• Notes relating to the proforma invoice

• Deposit amount, if required

These fields help capture all necessary information before posting.

Posting the Proforma Invoice

When all details are complete, you can:

• Charge – to take payment immediately, or

• Post to Account – to post the proforma invoice against the customer’s account

The option used depends on whether the transaction is being paid immediately or handled as a credit-based transaction.

Best Practice Tips

• Confirm customer and product details before posting

• Always include PO numbers and notes where applicable

• Use deposits where required to secure orders

Summary

To create a Proforma Invoice:

• Navigate to Sales → Proforma Invoices → Add Proforma Invoice

• Select a customer

• Add products via search or barcode scanning

• Enter PO numbers, notes, and deposits if required

• Post by charging immediately or posting to account