ERPCA User Tips 13 October 2022

How to create proforma invoice and convert to tax invoice

About this video

While creating a Structured/Adhoc bill you can make it as a Proforma invoice (An estimated invoice used to request payment from the client for services before they are supplied).

You can convert this to regular invoice once you receive the payment/as per the requirement from the action drop down in the bill register.

In this video you will be able to understand the process.

Full video description
 

While creating a Structured/Adhoc bill you can make it as a Proforma invoice (An estimated invoice used to request payment from the client for services before they are supplied).

You can convert this to regular invoice once you receive the payment/as per the requirement from the action drop down in the bill register.

In this video you will be able to understand the process.

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