Proforma
Quick Create
Proforma Invoices
Create Proforma
Proforma ID
Customer Name
Date
Sub Total
Taxes
Total
Status
Actions
Quick Action Panel
Create Sales Invoice
Add Product Item
Add Customer
Add Supplier
Tax Preferences
Help Desk Support
Catalog New Product
Item Name
SKU / Code
Category
Purchase Price
Sales Price
Initial Stock Level
Register Customer
Customer Name
Email Address
Phone Number
Tax ID / GSTIN
Billing Address
Opening Balance
Create Sales Invoice
Select Customer
Invoice Date
Line Items
Product / Service
Unit Price
Quantity
Taxes
Total
Add Row
Sub Total:
$0.00
Taxes Total (GST):
$0.00
Grand Total:
$0.00
Invoice Details
Print Invoice
Workspaces
Active Workspace Company
Customize Table Columns
Choose columns to display on the outline grid:
Header (Required)
Section Type
Status Badge
Target Value
Limit Value
Reviewer Info
Record Payment
Select Customer
Amount
Payment Date
Payment Mode
Cash
Bank Account
UPI
Reference / Txn No
Inventory Stock Adjustment
Select Catalog Product
Adjustment Type
Add (+) Stock
Reduce (-) Stock
Quantity
Adjustment Remarks / Reasons
Create Cash / Bank Account
Account Name
Account Type
Bank Account
Cash Account
Account / Reference ID
Opening balance
Accounts Balance Transfer
Debit Source Account
Credit Target Account
Amount
Transfer Date
Description / Reference Remarks
Record Expense Voucher
Expense Category
Rent Expense
Utilities Bill
Office Supplies
Employee Salaries
Advertising / Marketing
Miscellaneous Expense
Payment Source Ledger
Amount Paid
Expense Date
Description Notes
Create Document
Select Party
Document Date
Line Items
Product / Service
Unit Price
Quantity
Taxes
Total
Add Row
Sub Total:
$0.00
Taxes Total:
$0.00
Grand Total:
$0.00
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