[vc_row full_width=”stretch_row” gap=”30″ full_height=”yes” content_placement=”middle” css=”.vc_custom_proforma_hero{padding-bottom:32px !important;background-color:#f1f0fc !important;}”][vc_column width=”1\/2″ css=”.vc_custom_1778502488978{margin-bottom:16px !important;}”][vc_column_text]<\/p>\n
Pre-Sale Invoice Workflow<\/p>\n
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Because Proforma Invoices are created inside the same business billing software<\/a> you use for day-to-day invoicing, an approved Proforma Invoice can move into the final sales workflow without recreating the transaction from scratch.<\/span><\/p>\n [\/vc_column_text][vc_empty_space][\/vc_column][vc_column width=”1\/6″][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_proforma_steps{padding-top:32px !important;padding-bottom:24px !important;}”][vc_column width=”1\/6″][\/vc_column][vc_column width=”2\/3″] Go to the sales-side Proforma Invoice option and start a new document for the customer.<\/p>\n Choose an existing party or add the customer details required for the proposed transaction.<\/p>\n Add the products or services being proposed and enter the relevant quantity, rate and tax details.<\/p>\n Apply the required discount settings and complete the other supported invoice fields needed for the customer-facing document.<\/p>\n Review the Proforma Invoice before saving so the customer, item, price, tax and discount details match the proposed sale.<\/p>\n Use the available share or print workflow to send the Proforma Invoice to the customer for review.<\/p>\n [\/vc_column_text][vc_empty_space][\/vc_column][vc_column width=”1\/6″][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_proforma_convert{padding-top:32px !important;padding-bottom:32px !important;background-color:#f1f0fc !important;}”][vc_column width=”1\/6″][\/vc_column][vc_column width=”2\/3″] Once the customer confirms the transaction, use the available Convert to Invoice<\/strong> action to move the Proforma Invoice into the final sales workflow.<\/p>\n The conversion flow helps carry the existing customer and transaction information forward so the final Sales Invoice does not need to be recreated manually.<\/p>\n Review the converted invoice, make any required final changes and save it through the normal Sales Invoice workflow.<\/p>\n The Proforma Invoice is the preliminary document. The converted sales invoice becomes the final billing document for the completed transaction.[\/vc_column_text][vc_empty_space][\/vc_column][vc_column width=”1\/6″][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_proforma_discount_head{padding-top:32px !important;background-color:#4c3cce !important;}”][vc_column] When a default discount is configured for an item, myBillBook can bring that discount into the Proforma Invoice when the item is added. The discount remains editable in the voucher.<\/p>\n [\/vc_column_text][vc_empty_space][vc_column_text css=”.vc_custom_proforma_card{padding:18px !important;background-color:#ffffff !important;border-radius:5px !important;}”]<\/p>\n For supported items, Discount on MRP can display the difference between MRP and selling price so the customer can see the saving shown on the Proforma Invoice.<\/p>\n [\/vc_column_text][\/vc_column][vc_column width=”1\/2″][vc_column_text css=”.vc_custom_1793597229849{padding-top: 16px !important;padding-right: 16px !important;padding-bottom: 16px !important;padding-left: 16px !important;background-color: #ffffff !important;border-radius: 1px !important;}”]<\/p>\n Item-level discount reduces the selling value used in the transaction, while Discount on MRP is used to show the saving compared with the item’s MRP.[\/vc_column_text][vc_empty_space][vc_column_text css=”.vc_custom_proforma_card{padding:18px !important;background-color:#ffffff !important;border-radius:5px !important;}”]<\/p>\n Check the applied discount and final item values in the preview before sending the Proforma Invoice to the customer.<\/p>\n [\/vc_column_text][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_proforma_fields{padding-top:32px !important;padding-bottom:32px !important;}”][vc_column width=”1\/6″][\/vc_column][vc_column width=”2\/3″] Use the invoice preview to check how the customer, item, pricing, tax and supported additional fields will appear on the document.<\/p>\n When enabled, the Receiver’s Signature field can appear on the Proforma Invoice PDF or print copy for businesses that need a customer acknowledgement area.<\/p>\n Where available in the current invoice-creation experience, use the relevant invoice and item-table settings to control the fields shown on the document.<\/p>\n For broader control over invoice appearance and supported invoice fields, see the Invoice Customization feature<\/a>.<\/p>\n [\/vc_column_text][vc_empty_space][\/vc_column][vc_column width=”1\/6″][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_proforma_diff{padding-top:32px !important;padding-bottom:32px !important;background-color:#f1f0fc !important;}”][vc_column width=”1\/6″][\/vc_column][vc_column width=”2\/3″] If your workflow starts with a quotation or estimate rather than a Proforma Invoice, see the Quotation \/ Estimate feature<\/a>.<\/p>\n [\/vc_column_text][vc_empty_space][\/vc_column][vc_column width=”1\/6″][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_proforma_notes{padding-top:32px !important;padding-bottom:32px !important;}”][vc_column width=”1\/6″][\/vc_column][vc_column width=”2\/3″]<\/span>\n\t\t\t\tHow to Create a Proforma Invoice in myBillBook\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space height=”16″][vc_column_text]<\/p>\n
Step 1: Open the Proforma Invoice Workflow<\/h3>\n
Step 2: Select the Customer<\/h3>\n
Step 3: Add Items or Services<\/h3>\n
Step 4: Add Discounts and Other Details<\/h3>\n
Step 5: Preview and Save<\/h3>\n
Step 6: Share or Print the Proforma Invoice<\/h3>\n
<\/span>\n\t\t\t\tConvert an Approved Proforma Invoice into a Sales Invoice\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space height=”16px”][vc_column_text]<\/p>\n
Use Convert to Invoice<\/h3>\n
Reuse the Transaction Details<\/h3>\n
Complete the Final Sales Invoice<\/h3>\n
Keep Proforma and Final Invoice Roles Separate<\/h3>\n
<\/span>\n\t\t\t\tManage Discounts on Proforma Invoices\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_proforma_discount{padding-top:32px !important;padding-bottom:32px !important;background-color:#4c3cce !important;}”][vc_column width=”1\/2″][vc_column_text css=”.vc_custom_proforma_card{padding:18px !important;background-color:#ffffff !important;border-radius:5px !important;}”]<\/p>\n
Use Item-Level Default Discounts<\/h3>\n
Show Discount on MRP<\/h3>\n
Keep the Two Discount Types<\/h3>\n
Review Discounts Before Sharing<\/h3>\n
<\/span>\n\t\t\t\tAdd Customer-Facing Details to the Proforma Invoice\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space height=”16px”][vc_column_text]<\/p>\n
Preview Before Sharing<\/h3>\n
Add a Receiver’s Signature Field<\/h3>\n
Use Supported Invoice Settings<\/h3>\n
Keep the Document Consistent with Your Sales Workflow<\/h3>\n
<\/span>\n\t\t\t\tProforma Invoice and Quotation Are Separate Pre-Sale Workflows\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space height=”16px”][vc_column_text]Both documents can be used before the final sale, but they are separate voucher types inside myBillBook. Use the document that matches the business process you follow with the customer.<\/p>\n