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Proforma invoice pdf for Customer Support

hey everyone welcome back to another video in this video we are going to discuss about powerformer invoices in oudo 17 sales a performa involves is a preliminary bill that is sent to the customers in advance of the shipment or delivery of the items which includes the details of the product quantity price or other relevant terms so it's not actually an invoice but uh it is different from the commercial invoice it do not actually request for the payment from the customers rather it would give an information about the product or other details regarding the product so let's see how can we manage a performer invoice in AO 17 sales module so here we go to manage with the performer invoices in O 17 sales module so in order to manage that you can just get into the sales module and in the configuration settings we have to enable the performer invoices so as we have discussed performer invoice is a preliminary bill of sale sent to the buyer in advance before the delivery of the cach so we have to enable the performer invoices from the configuration settings and that allow you to send a preliminary Bill to the customer before actually delivering the item so here you can just enable this and that sends a pro uh former invoices to the customer now uh we have received an order from the customer so as we have just enabled the performer invoices uh while we try to deliver the product we can just send a performer invoices before the delivery of the ID up okay so let's create a order and we have received an order uh from the customer so you here you can fill out the details of the customer and here you also need to ensure that you have given a proper um email for sending the pro former invoices so you have to ensure that and let's back to the quotation that we are creating and you can choose the item uh that is demanded by the customer so we have received a demand for cable management box where you can set the quantity unit price and if you want to apply any taxes you can apply that and if you want to just apply any discount um you can apply so this product has good 5% of discount so I'm applying 5% of discount and that is applied here and you can view the total price so afterwards you can just confirm the order so we know that pro forma invoice is something that we just sent to the customer before the delivery of the item so uh we can just send the pro forma invoice so here I'm going to send the performer invoice and here you would be able to find the performer invoice you can add the resistance over here you can find the subject as well as the bu will be displayed here and just click on send and H see the magic that we have just sent the performer invoice to the customer so performer invoice is different from the commercial invoice because these are different invoices and we are not requesting for the payment rather we are uh giving an information regarding the unit price the product the quantity and everything and here you can see that we have just sent a performer invoice to the customer so we can all see half the customer will be receiving this profa invo in his mail so let's go to the customer mail so when you just move on to the mail here you can see that the customer has received a mail with the sale order reference number with its amount and the performer attachment so this is how we manage with the performer invo and you can just back to the auto platform and let's choose the yeah quotation and let's deliver the item so here you can just validate um the process so before validating that we can send an SMS text to the customer so we have just delivered the item now let's create a bill I mean the invoice which we are requesting for the customer to make the payment so let's confirm the invoice and let's register the payment and here you can choose a journal and payment method and let's create the payment and you can see that currently the registration payment or the invoic in is in in payment State and after reconation the payment will be moving to the back Pro fora invoice is mainly used in international trading which would give a clear structure of the item and the price quantity and everything so hope this concept is clear for you as as always stay awesome and thank you for watching the [Music] video