Proforma Invoice

A Proforma Invoice is a preliminary bill sent to a Customer before the delivery of goods or services

Prerequisites,

• Project
• Sales Order
  • Create Sales Order by Entering Customer, Item, Quantity and Save
  • Sales Order ID will be auto generated
  • Under Accounting Dimension, Select the Sales Order ID and Project
  • Submit

From Sales Order → Create → Proforma Invoice

• Set Posting Date
• Set Payment Due Date
• Details will be auto fetched from Sales Order
• Save