Collaborate on Performance Invoice Format for HighTech with Ease Using airSlate SignNow

Performance invoice format for HighTech

hello everyone welcome back to high technical support YouTube channel in today's video we are going about proforma invoices if you are already involved in buying or selling good Services you may have come across this term before but what exactly is proforma invoice a performer invoice is a trapped in Voice or estimate invoice that sent to the buyer before the actual goods are shipped it contains all the proposed sales such as the product description the price and deliberate terms important to note that performance bus is not a legally binding document it is a simply a B for the buy it and idea of what they can expect in terms of constant delivery this can be particularly very helpful in situations when the customer need to obtain approval or funding before proceeding with the transaction why might you use a performer invoice well there are the few reasons for one it can help to establish a good working relationship between the buyer and the seller hiding a detailed information of The Proposal the seller can show that they are transparent and trustworthy which can helpful to build and trust and confidence in the transaction it's not a local binding agreement so that the details can be changed and negotiated provides an understanding of the commitment to the to both buyer and the seller who ensure a smooth sale process so this is all about the performer and voices their benefits see how to create a performer invoice in high tech billing software firstly you can open your billing software now in the dashboard there is an option of seal so you can simply go to the sale option perform my invoice then you have to select a new performer invoice option this is the tab which we'll be going to appear on your screen and this the very first option sees invoice type you can select to ingly in GST non-gister bill of Supply let me assume that I am creating a non-gst performer invoice okay then the second option is date so you can select the date from the calendar option either it could be a pack date future date or represent date okay the next option you see here is a valid until you can select the date from here refers to a date until which a performer invoice is considered back to be valid or relevant we can select the date from here from the calendar next option is Bill to cash account or customer account if the bill we are generating is going to settle at the same time only means your client is going to make the payment at the time of the billing only so you have to create that bill into the cash account and the customer account is something means if you want to make a bill in credits so your customer comes for monthly or make a partial payment so you can create the bill and the client account or customer account for that you have to create a client account for making the bill into customer account so there is an another option in the dashboard from there you can create the customer profile there is a customer option you can go to that option and you can create the customer profile as we have already created the profile so the list of the name will be reflect here okay uh now you can see after selecting that line name here is showing his number and address has automatically filled up coming to the next option is place of supply place of Supply is the place of your client to whoever place you're supplying the product for also you can choose the place of supplier from the drop down they are the multiple option there you can choose ingly because it is going to calculate the GST tax ingly to the peaks of supply then the customer gstn number if your customer has a GST number so you can type it up here in a box you see here are the two options the first one says item tag and the second one says item code both are here to fetch your product details so if you have mentioned the barcode while adding the product so you can scan the barcode from here and if you have added the item code you can mention it here it will pull up the Complete product details so you can just mention the initial of item name in the item name box so we'll show you the complete list of the product and you can choose ingly okay so let me select my product [Music] now I'm just tapping enter you can see the details are automatically filled up now you see here is the plus icon just tapping on that you can simply add the product like if you want to add any product while creating the invoice or a bill so you can simply add it from here by making a bell the second symbol is for search if you want to search your product so you can simply tap on it and you can put the filter and you can search your product from here so the very first option we see here is a unit you can choose the unit from here the second one says quantity you can put the quantity in a box manually from here the third option C is sale price if you want to adjust the steel price or if you want to change the sale price while creating a bell so you can type it up in this box see here this calculator which will help you to adjust the sale price and if you want to add a MRP you can type it up in a MRP box then if you want any discount to get applicable on your bill on your practical or product so you can type it up in the box so it will be get applicable on that so here is also a calculator to help you with the discount also add tax rates straight from here if you want to add any product description or any description about that item so you can type it up in an item description box so it will be going to be visible on your invoices on your perform my invoice then you can see here is a plus icon on the right side if you want the product which you have interior to be added on the Belt you can simply tap on that plus icon or also you can use the shortcut of Ctrl a to add the product into the bell in this way we can add the product in the Bell if you want to edit that particular product you can simply right click on that product and you can modify that and save it from there in the same way we can add multiple products in the same existing Bell bottom there are some option sponge says add discount if you want to add a discount in amount of percentage you can simply right click on the check box and you can add it from there the second option says add reference if you want to add number inquiry number or reference number you can enable this checkbox you want to add any shipping amount so you can type it up here in a box now here are two small icons in the bottom of the screen so let me explain you about that the very first icon says if you want to set any reminder against this performer invoice so you can set it from here and the second one says GST calculator if you want to use a GST calculator so we can use it from here you see here are the two option delivery terms and remarks if you want to add some additional information and you want it to be got printed on the invoices so you can simply add the details on the delivery terms box and if you want to add any remarks so you can type it up in the remarks box now you can see the total amount is showing here and the subtotal and the GST rate now you can save the quotation which you have created or also you can see when print the quotation let me save and print it so this will be the preview of your performer invoice here are some icons let me explain you about it on the left side by tapping on this printer icon you can simply take out the print of the quotation which you have created and the next option says box you can put the like how many copies of the quotation you want to take the printout pod so you can manually put the digit here you see here is the available printer option from here you can check the connected printer with the system and you can choose ingly next option is a template option we have a variety of template here it could be a trend or classic so you can select from here you see here are the small icons which means if you want to export this particular Bell into PDF or you want to send it to email or through SMS or Whatsapp you can do that from here and the last option is the edit company name details option is here from tapping on this option you can put the complete company details of yours which will be going to get printed on the invoices or on the quotation so you can type your business name your email ID your number and everything from here so it will be gets it by default and it will be going to get visible off in this speed we can create a performer invoice and high-tech building software so the first step has been completed of creating the performer invoice the Second Step will be how to check the created invoice list for that you can simply go to the sales option then perform my invoice then search and manage performer invoice and that option we can clearly see the list of all the invoices which we have created in the software so I can simply right click on that invoice here the very first option says View and modify if you want to view the invoice or you want to modify that invoice you can simply tap on that option and if you want to print it or export it or email it you can select the second option and if you want to convert that into the invoice you can select the third option you want to mark it as close so you can select the fourth option and if you want to delete that invoice you can simply select that delete option let me show you how you can convert the performer invoice into a sale in files so we can simply right click on it and we can select the convert to invoice option and within a second we can simply convert it into a sale invoice you can save it or you can also take a print out of the ceiling voice [Music] this way we can simply convert performer invoice into a seal invoice I hope you like the video if you like the video be sure to give a thumbs up the Subscribe button for upcoming videos and don't forget to hit the notification Bell so you never miss a video thank you for watching this video stay connected with high tech billing software