Proforma Invoice

Understanding Proforma Invoices in Zuriey POS

A proforma invoice is an estimated invoice that serves as a preliminary bill of sale, requesting payment from the buyer for goods or services before they are supplied. This type of invoice is particularly useful for businesses that want to provide a clear estimate of costs to customers prior to finalizing a sale.

Converting Quotations to Proforma Invoices

In Zuriey POS, you can easily convert quotations into proforma invoices. Here’s how to do it:

1. Access the List of Quotations:
   • Navigate to the Quotations section in your Zuriey POS.
2. Select the Quotation:
   • Find the quotation you wish to convert into a proforma invoice.
3. Use the Action Dropdown:
   • Click on the Action dropdown button associated with the selected quotation.
4. Convert to Proforma Invoice:
   • Select ‘Convert to Proforma Invoice’ from the dropdown menu.
5. Confirmation:
   • The proforma invoice will be created and added to the List Drafts screen.

Managing Proforma Invoices

• View Drafts:
  • You can view all proforma invoices in the List Drafts section.
• Convert to Actual Invoices:
  • When you are ready to finalize the sale, you can convert proforma invoices into actual invoices as needed.

Summary

Proforma invoices in Zuriey POS provide a straightforward way to estimate costs and request payments from customers before delivering goods or services. By converting quotations into proforma invoices, businesses can streamline their sales process and maintain clear communication with customers regarding pricing and payment expectations. This feature enhances operational efficiency and helps ensure that both parties are aligned before completing transactions.