Create Your Proforma Invoice PDF for Management Effortlessly

Proforma invoice pdf for Management

in this video we shall be learning how to manage pro forma invoices from the advert booking menu of smart media erp the manage pro forma invoice feature in smart media erp provides the facility to process defined actions on an existing pro forma from the navigation menu click on advert booking then click on the manage pro forma invoice sub menu a search form comes up prompting you to search for the pro forma invoice you're looking for you can search using any of the following listed parameters invoice id customer name order terms add search condition and add matching group fields invoice id here you search using the invoice id of the advert you are searching for customer name here you are required to search using the name of the customer who the advert was booked for order terms here you are to search using the order terms of the pro forma you are looking for add search condition in this field you can add a new search condition that enables you to narrow down your search add matching group in this field you can add a new matching group to help in narrowing your search click on cancel and all previously booked pro forma invoices are displayed click on the rows context menu the list of available actions is displayed view cancel pro forma book as advert download pro forma pdf the view action provides the facility to view the details of a pro forma and you can also edit the pro forma if you wish to the cancel pro forma action provides the facility to cancel and reverse all related transactions pertaining to that ledger cancel selected pro forma please note that all posting to the ledger will be reversed as well if yes click ok a lookup will appear with a required field reason to be filled click on the cancel transaction button to complete book as advert provides the feature to book the pro forma as an advert are you sure you want to book this advert if yes click ok but if no click cancel the form opens with the details of the advert already populated and can be edited you are to enter the expected payment date the publication date and the advert approver of the advert expected payment date here you are to select the date the advert will be paid for publication date here you are to enter the publication date of the advert approving officer here you are to select from the drop-down the approving officer of the advert click on review details and continue to completely book the advert to download the invoice pdf click on the context menu and click on the download invoice pdf and the receipt will be downloaded automatically as a pdf