General description #
A proforma invoice in Qbil-Trade is a preliminary bill of sale sent to buyers before a shipment or delivery of goods. A company uses a proforma invoice to inform the relation of the actual invoice (costs, invoice lines, due date, etc.). It describes the purchased items and notes the cost along with other important information, such as shipping weight and transport charges. It is not an official invoice, but it is generally meant for customers in foreign countries who use it to authorize the trade. A proforma invoice is not linked to the order. However, it is only linked to a sales contract. Therefore, you can create a proforma invoice from a sales contract.
Create a new proforma invoice #
- Press or click the ‘Create proforma Invoice’ in the sales contract.
- Enter the relevant data and mandatory fields marked in the red colour of every section.
- Press or click “Save”.
Proforma invoices are created with single and multiple invoice lines.
