Proforma Invoice
Go to: Export Documents → Proforma Invoice
A proforma invoice is a preliminary bill of sale sent to buyers before a shipment is made. It is commonly used in international trade to satisfy customs and LC requirements.
Creating a Proforma Invoice
Open Proforma Invoice Form
Navigate to Export Documents → Proforma Invoice and click New, or create from a Sales Order using Make → Proforma Invoice.
Fill in Invoice Details
| Field | Description |
|---|---|
| Customer | Select the buyer/customer |
| Sales Order | Link to the sales order |
| Posting Date | Date of the proforma invoice |
| Currency | Invoice currency (often USD or EUR for exports) |
| Items | Items with quantity, rate, and HS codes |
| Payment Terms | Agreed payment terms |
| Incoterm | Trade term (e.g., FOB, CIF, EXW) |
| Port of Loading | Departure port |
| Port of Discharge | Destination port |
Submit
Click Submit to finalize the proforma invoice.
Once a proforma invoice is submitted, it can be linked to a Letter of Credit and used to generate LC-compliant documents automatically.
Proforma Invoice with No LC
Go to: Export Documents → Reports → Proforma Invoice with No LC
View all proforma invoices that have not yet been linked to a letter of credit — useful for follow-up with buyers on payment arrangements.