Create Performa Invoice
Process to Create Performa Invoice in SwilERP
A performa invoice is a preliminary bill sent to committed buyers before product delivery. It includes product details, billing address, and payable amount. Although it's similar to a final invoice, it's not legally binding and shouldn't be used for accounting purposes. In SwilERP, vendors can generate performa invoices before selling a product, but the stock will be reduced only after billing a sales invoice. This ensures accurate inventory management and efficient sales processes.
Start with login in SwilERP dashboard to initiate process
- Go to the Sales Menu> Performa Invoice.
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How to Create Performa Invoice
- Enter the Name from below given list of customers or the user can create it manually.
- If require then update other details.
- Select the Product from the drop-down list.
- Select Batch details & enter product Qty in the columns.
- Click on the Save button.
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How to Convert Performa Invoice into Sales Invoice
- Convert Performa invoice into Sales invoice:
- Go to the Sales> Performa Invoice> Invoice.
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- In the next slide update the details of customer:
- Enter Customer name.
- Select Order details or Product details.
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- Add Products details:
- Select the Product that you want to make a sales invoice.
- Then click on the Convert button.
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Note: Customer name should be the same as that you entered while generating performa invoice.
Reference Article: How to Create Product Master
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