{"id":6675,"date":"2018-10-11T17:30:31","date_gmt":"2018-10-11T12:00:31","guid":{"rendered":"http:\/\/bharatbills.in\/?post_type=ht_kb&#038;p=6675"},"modified":"2021-09-02T15:47:32","modified_gmt":"2021-09-02T10:17:32","slug":"how-to-add-proforma-invoice","status":"publish","type":"ht_kb","link":"https:\/\/bharatbills.com\/uguide\/user-guide\/how-to-add-proforma-invoice\/","title":{"rendered":"How to add Proforma Invoice"},"content":{"rendered":"<p>A\u00a0<b>proforma invoice<\/b>\u00a0is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods. The\u00a0<b>invoice<\/b>\u00a0will typically describe the purchased items and other important information such as the shipping weight and transport charges. Let us understand this with a simple example. E.g.\u00a0a bakery customer might agree\u00a0to the price of a cake on the pro forma invoice, and\u00a0the baker will\u00a0deliver the cake once it is ready. The customer will pay when the invoice is received. The final invoice amount will be the same\u00a0or close to\u00a0the amount\u00a0on the pro forma invoice.<\/p>\n<p>steps to Create Proforma Invoice in\u00a0<strong><a href=\"https:\/\/bharatbills.com\" target=\"_blank\" rel=\"noopener\">BharatBills<\/a><\/strong><\/p>\n<ul>\n<li>Click <strong><strong>Sales -&gt; Proforma Invoice -&gt; Add<\/strong><\/strong>\n<p><figure id=\"attachment_6676\" aria-describedby=\"caption-attachment-6676\" style=\"width: 920px\" class=\"wp-caption alignleft\"><a href=\"http:\/\/bharatbills.com\"><img loading=\"lazy\" decoding=\"async\" class=\"size-post wp-image-6676\" src=\"http:\/\/bharatbills.in\/wp-content\/uploads\/2018\/10\/Screenshot_32-920x524.png\" alt=\"\" width=\"920\" height=\"524\" srcset=\"https:\/\/bharatbills.com\/uguide\/wp-content\/uploads\/2018\/10\/Screenshot_32-920x524.png 920w, https:\/\/bharatbills.com\/uguide\/wp-content\/uploads\/2018\/10\/Screenshot_32-300x171.png 300w, https:\/\/bharatbills.com\/uguide\/wp-content\/uploads\/2018\/10\/Screenshot_32-768x438.png 768w, https:\/\/bharatbills.com\/uguide\/wp-content\/uploads\/2018\/10\/Screenshot_32-50x29.png 50w, https:\/\/bharatbills.com\/uguide\/wp-content\/uploads\/2018\/10\/Screenshot_32-600x342.png 600w, https:\/\/bharatbills.com\/uguide\/wp-content\/uploads\/2018\/10\/Screenshot_32-320x182.png 320w, https:\/\/bharatbills.com\/uguide\/wp-content\/uploads\/2018\/10\/Screenshot_32.png 1021w\" sizes=\"auto, (max-width: 920px) 100vw, 920px\" \/><\/a><figcaption id=\"caption-attachment-6676\" class=\"wp-caption-text\">Add Proforma Invoice<\/figcaption><\/figure><\/li>\n<\/ul>\n<ul>\n<li>Proforma Invoice number is the system generated a unique\u00a0document number<\/li>\n<li>Select the\u00a0<strong>Date<\/strong><\/li>\n<li>Select The <strong>Rate<\/strong> <strong>Type<\/strong>\n<ul>\n<li>Exclusive &#8211; GST will be applicable on Rate<\/li>\n<li>Inclusive &#8211; GST will be inclusive in Rate<\/li>\n<li>GST None &#8211; No GST Applicable<\/li>\n<\/ul>\n<\/li>\n<li>Search and select the <strong>Customer Name<\/strong><\/li>\n<li>Search The <strong>Product Name<\/strong><\/li>\n<li>Enter The <strong>Quantity<\/strong><\/li>\n<li>Enter the <strong>Rate<\/strong> of per quantity<\/li>\n<li>There are three types of the amount which you can apply as per your requirements by-default the filed names are\u00a0<strong>Insurance, Packaging, Freigh<\/strong>t. Those filed name can be modified\u00a0in the master configuration section.<\/li>\n<li>Click on\u00a0<strong>Save Bill<\/strong>\u00a0once all details\u00a0are entered.<\/li>\n<\/ul>\n<p><strong>More Useful link<\/strong><\/p>\n<ul>\n<li class=\"hkb-article__title\"><a href=\"https:\/\/bharatbills.com\/uguide\/user-guide\/how-to-add-quotation-in-bharatbills\/\" rel=\"bookmark\">How to add Quotation in BharatBills<\/a><\/li>\n<li><a href=\"https:\/\/bharatbills.com\/uguide\/user-guide\/add-sales-in-bharatbills\/\" rel=\"bookmark\">How to Add Sales in BharatBills<\/a><\/li>\n<li><a href=\"https:\/\/bharatbills.com\/uguide\/user-guide\/how-to-view-update-delete-sales-bill-in-bharatabills\/\" rel=\"bookmark\">How to View\/Update\/Delete Sales Bill in BharataBills<\/a><\/li>\n<li><a href=\"https:\/\/bharatbills.com\/uguide\/user-guide\/how-to-add-customer-debit-notes-in-bharatbills\/\" rel=\"bookmark\">How to add Customer Debit notes in BharatBills<\/a><\/li>\n<li><a href=\"https:\/\/bharatbills.com\/uguide\/user-guide\/how-to-add-credit-note-in-bharatbills\/\" rel=\"bookmark\">How to add Credit note in BharatBills<\/a><\/li>\n<li><a href=\"https:\/\/bharatbills.com\/uguide\/user-guide\/how-to-add-sale-return-in-bharatbills\/\" rel=\"bookmark\">How to add Sale Return in BharatBills<\/a><\/li>\n<\/ul>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"ht_kb_category":[45],"ht_kb_tag":[],"class_list":["post-6675","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-managing-sales-in-bharatbills"],"_links":{"self":[{"href":"https:\/\/bharatbills.com\/uguide\/wp-json\/wp\/v2\/ht_kb\/6675","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bharatbills.com\/uguide\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/bharatbills.com\/uguide\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/bharatbills.com\/uguide\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/bharatbills.com\/uguide\/wp-json\/wp\/v2\/comments?post=6675"}],"version-history":[{"count":0,"href":"https:\/\/bharatbills.com\/uguide\/wp-json\/wp\/v2\/ht_kb\/6675\/revisions"}],"wp:attachment":[{"href":"https:\/\/bharatbills.com\/uguide\/wp-json\/wp\/v2\/media?parent=6675"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/bharatbills.com\/uguide\/wp-json\/wp\/v2\/ht_kb_category?post=6675"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/bharatbills.com\/uguide\/wp-json\/wp\/v2\/ht_kb_tag?post=6675"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}