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Proforma Invoice
A proforma invoice is like an estimate to show your client exactly what they’ll be paying for. This can be helpful for both of you, as it avoids any confusion about costs later on. With CA Cloud Desk you can also convert the proforma invoice into invoice with just a few clicks.
How to Create Custom Proforma Invoice
- In your partner dashboard select billing
- In the Billing dashboard click on Proforma Invoice
In this invoice dashboard, you can easily see all your proforma Invoices - Click on Add proforma invoice, and you will be redirected to the below screen.
- To create an invoice add:
Invoice Date: The date the invoice was created.
Expected Payment Date: The date by which you expect payment from your client for the invoice.
Branch: If you manage multiple branches, please select the branch for which you are creating this invoice
Customer: The name of the client associated with the invoice.
If the customer is not present, you can add a new customer using the Add new customer option.
Once you select the customer, the below screen will starrt displaying items section.
Add:
Service: Specify the service rendered by the client.
HSN (Harmonized System Nomenclature Code): If applicable, enter the HSN code for the product or service. This code is used for product classification and may be required for tax purposes.
Amount: Enter the unit price of the service or product.
Quantity: Indicate the number of units of the service provided to the client.
Discount (Optional): If you’re offering a discount on the service enter the discount here.
Tax Amount: Depending on your tax configuration, the platform might automatically calculate the tax amount.
After you enter all the values, the Final Value will be calculated.
You can add more Items using the + icon under the actions tab.
Add remarks, if the remarks are for your internal team you can uncheck the box and the remarks will not be shown to your customer.
Click save or Save and Add Another if you want to create another invoice simultaneously.
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