It is an introductory bill or estimated invoice which is used to request payment from the buyer of goods or services before they are supplied. A Proforma Invoice includes a description of the goods, the total payable amount, and other details about the transaction.
Steps to create a Proforma Invoice through Moon Invoice;
- Go to Proforma Invoice in the dashboard section.
- Users can create a new Proforma Invoice using the ‘+’ icon at the bottom.
- Details required to create it are Customer details, Address, Item details with quantity, and the Price.
- Users can also add Tax or the Discount to it.