Create a Proforma Invoice Sample for Advance Payment for Human Resources Effortlessly

Proforma invoice sample for advance payment for Human Resources

hello [Applause] in this video we will show how to create a performer invoice for that first go to accounting module then under customer menu there is one new menu called performer click on that [Applause] for creating a performer invoice click on create [Applause] here you can add the customer name and here you can mention the date for which you're creating performer so i'm giving current date here you can mention the company bank and po number peo date like that you can mention [Applause] after that select the product for which you are giving i am selecting product 1 and i am giving the you unit price as 1000 here you can mention the if any discount you are preferring so if you go down here there is one field called advanced amount without tax here you can mention the advanced amount you are receiving from the customer so i am mentioning as 500 if i am saving this one [Applause] tax amount for 500 and the total amount 575 will automatically come after that click on confirm next click on advanced payment [Applause] so the total amount with what will come in here and payment type will be receive money partner name will be customer and customer name will automatically come here here you can select if the journal is cash of bank and after that [Applause] you can click on confirm [Applause] from here to button is there create invoice and create quotation from here only after after that you can create invoice or you can create quotation also if you are directly creating the invoice you can click on create invoice [Applause] so the customer name and product detail will automatically come here as you can see that one and after confirming this one [Applause] as you can see you have outstanding payments for this customer you can allocate them to mark this invoice has paid so if you go down there is one outstanding credits and here that the amount you took at advance so you can click on this ad and this advance will be paid after that amount due will be 775 sorry 575 after that you can do the register payment [Applause] okay now the amount you zero and [Applause] okay hope you understood thank you