Received Proforma Invoice


Received Proforma Invoice is a quote received invoice. It is also called pre-invoice. In the proforma invoice, all sales-related conditions such as the features of the product to be purchased, sales conditions, type of product, price, delivery are written. It covers the final version of the invoice before it is issued.


Route: ERP > Sales & Distribution > Invoice > Purchase Invoice


Proforma invoice is especially used in foreign trade, it is also considered as an international sales contract. Since no service or product is provided against a proforma invoice, no payment is made.


"Received Proforma Invoice" is selected from the "Transaction Type" section on the Purchase Invoice new registration screen, and the transaction is recorded after filling in other necessary information.

Proforma invoice does not/should not do accounting. When Accounting Transactions is clicked, a "No accounting transaction is performed for the selected transaction" warning will appear.

The minimum information that should be included in the proforma invoice;

  1. The Date of the Invoice,
  2. Type of goods/services,
  3. Name/title, addresses of seller and buyer,
  4. Payment method,
  5. origin of the goods,
  6. Delivery method,
  7. Unit price/amount/amount of goods or services,
  8. The weight, dimensions, quantity of the goods,
  9. Form of shipment,
  10. Detailed explanations of the goods such as packaging features, numbers,
  11. Freight and insurance premium amounts,
  12. It must have the signature of the organizer.

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