How to use the new Proforma Invoice (New Vers.)

How to use the new Proforma Invoice (New Vers.)

A proforma invoice is an essential document in the sales process, particularly in international trade. It serves as a preliminary bill sent to buyers before the shipment of goods, providing crucial details about the transaction.

Learn How To

1. Enable Proforma Invoice
   
2. Create Proforma Invoice
3. Change running number and format
4. Filter Proforma Invoice

Enable Proforma Invoice

1. Click on Settings

2. Click on Sales

3. Click on Preference

4. Check Enable quotation feature

Create Proforma Invoice

5. Go to create "Quotation"

6. Add New

7. Click the "three dots‘ and click the "Setting"

8. You can choose the "Proforma Invoice' in the "Document Type"

**P/S:  you could fill in more email address in the 'email' section for sending the email to all at once. 

For example:[email protected],[email protected] (Don't have to space between two email)

Change running number and format

9. To change the running number, go to Settings, select Sales, and click on Next Running Number

10. You can update the Proforma Invoice Running Number manually or click the refresh button to generate the latest running number

11. Enable the toggle to ensure the running number is generated based on the month and year

12. Set the running number

(To make use of this feature, you have to set the month and the year in your Numbering Format)

13. Click on Numbering Format  Define a sequence for generating unique numbers or codes for your invoices, orders, or other documents.

14. Edit the proforma invoice field

15. Enter the numbering format as PRO-{{YY}}{{MM}}-{{NUM4}}

16. On the Quotations page, the reference number now includes the month and year

Filter Proforma Invoice

17. Click on the settings button

18. Click on Proforma Invoice

19. Click on Apply