Discover the Best Proforma Invoice Format for Management

Proforma invoice format for Management

in the previous videos we have seen all these components right now i'm going to show you creating a proforma invoice normally perform invoice you will be raising for uh getting an advance payment or something like that you might be generating from your inventory management once you raise um once you get a purchase order from the client you from the sales order you want to generate a performer and then request for a payment from your client so that process has also been included in here we want to add a new pro for my inverse same like client invoices previous you can just say i want to take a performance from my let's say absolute general contracting company so i am going to take all this information i add all the details of this invoice you can add let's say i want to uh supply 1200 pieces of insulator pipes and then i want to add like 3000 units of gasket load cells these are all the invoice values i am recording it in there so this information i want to take it out and i can go and print review the invoice exactly the same order of invoices but it is a little more uh minimal effort we have so we have like uh 37 000 plus what we the inverse value will be around 6 65 000 550 worth of invoices this performance will have it there so i can directly go and print this invoice and give it to the sub client and they might give you an advance and or you want to uh you want to create a patent mouse from the screen directly you can do that one also so after preparation of this one i can specify this goes to the revenue of my projects or trading revenue and then i click on create mating box so from this in the has been submitted and all the information from the invoice will be from the proper mine voice will be transferred to them to our um button was so we can see this is a b2b modes you will have all the other information you can add and add in there so nothing else has changed i can go and see and prepare this preparedness b2b invoices so this is how you click create a performance and convert this one to one to a matte invoice