Proforma Invoice Sample for Advance Payment for Support

Proforma invoice sample for advance payment for Support

[Music] good day everyone welcome to bridges yes in this video let's discuss about proforma invoice and advance request reforma invoice an advanced request is created prior to the actual invoice reformer invoice furnishes the estimate of services an advanced request is a request for advance payment without any further ado let's quickly go through the creation of both you can find the invoice drop down along with each and every job data select the type of invoice which you wish to create here i am selecting the performer invoice [Music] you can switch between multiple categories of invoices belonging to the same job click on new invoice since this is proforma invoice you need to fill basic details like currency exchange rate and posting date in the lower part you need to select the description quantity price and tag once all the required datas are filled click save to capture the details the initial state of the invoice would be unapproved right click and click on approve the initial state of the invoice would be unapproved and the row is indicated in red color [Music] if you right click on the approved invoice you will have options like disapprove print email download and actions approved invoices cannot be edited in order to edit you need to disapprove the invoice and make required changes [Music] email is one of the most useful features that we have included here to make your job easy you can send the invoice to your end users at a single click from here [Music] next in the advanced request list click on new invoice select the receiver mode of payment exchange rate and other mandatory details click on save here you can see the name of the customer job number and number of invoices based on the customer selected you can also view the invoice amount involved [Music] the initial state of each and every invoice created would be unapproved the concerned person must validate the details and approve the invoice to proceed further right click on the unapproved invoice and click on approve you can print the approved invoice using the print option given here this is all about the advanced request and proformo invoice i hope you would have found this useful the remaining types of invoices will be explained in a separate video in detail thank you for watching