Discover a Proforma Invoice Sample for Advance Payment for Purchasing

Proforma invoice sample for advance payment for Purchasing

a pro-forma invoice is essentially a preliminary bill of sale it outlines a seller's intent to deliver products or services to your company for a specific price in this video we will be creating a purchase pro forma invoice first we need to select the vendors name once the vendor is selected we need to input information about the payment terms vendor bank account contact phone number and address details will be automatically filled in the bottom group box we add and defined items to be purchased it consists of the tabs for goods and services here you can add one or more goods and services and manually input information about them under the Goods tab there is an additional section that allows us to add the warehouse and delivery details to add an item we click on the add new button then select the item from the list now we can input values for the necessary fields such as quantity price and VAT this will generate the values of the other fields automatically we can also click on the extended mode icon to view more fields you the advanced mode helps us to view and edit the accounts to which payables and advances for the vendor are recorded the VAT details section provides us with additional information about VAT charged on added goods and services here we can also find the VAT number and vendor VAT number in the documents total section we can find information on the default transaction currency we can also see the total net and VAT amounts of all the goods and services there is also the price includes that option that can be switched on or off depending on if we want the total amount to be calculated with the VAT or not once we are done click the Save button