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You might have seen some invoice named as Proforma Invoice .This is type of invoice is generating before an actual sale is happening or before generating actual bill. Lets learn how to do this in Tally ERP 9.
What is a proforma Invoice ?
A proforma invoice is simply a document that declares the seller’s commitment to provide the goods or services specified to the buyer at certain prices.
ABC Ltd is a crushing Machinery Dealer. And their sales people are talking to XYZ Ltd for buying their products. And XYZ Agreed to buy JAW Crusher for 3500000.00.ABC Ltd sent a quotation to XYZ.In the terms and condition ABC Ltd asked for a 50% advance before delivery. But XYZ Ltd asked for a Proforma Invoice for making 50% advance payment.
To create it in Tally you have to activate the following option.
F11 Features>F1 Accounting Features
Use Reversing Journals and optional vouchers: Yes
How to make proforma Invoice in Tally ERP 9
Gateway of Tally> Accounting Voucher>F8 Sales
Enter the sales voucher as usual
In the voucher you will find a button Optional on the right button panel. Click on it or Use Shortcut key Ctrl + L to activate Optional Voucher.
Now save the voucher by pressing Ctrl+A
Print Proforma Invoice In Tally.erp9
To issue proforma invoice to the party,you need to print this.To print follow the instruction below.
Now Access the Voucher in Alteration mode by pressing PageUp Key or from Display>Daybook
Click on Print Button or Use short key Alt + P.
In the voucher printing dialogue box you will find the title name as PROFORMA INVOICE. Print the voucher.It will be printed as shown below.
This voucher will not reflect in your books of accounts. Or in sales register or sales account. But later you can covert the same optional sales voucher to regular sales voucher by clicking Regular button provided at the right bottom of the voucher screen.