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.
Reference image:
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.
Reference image:
How to Convert Performa Invoice into Sales Invoice
- Convert Performa invoice into Sales invoice:
- Go to the Sales> Performa Invoice> Invoice.
Reference image:
- In the next slide update the details of customer:
- Enter Customer name.
- Select Order details or Product details.
Reference image:
- Add Products details:
- Select the Product that you want to make a sales invoice.
- Then click on the Convert button.
Reference image:
Note: Customer name should be the same as that you entered while generating performa invoice.
Reference Article: How to Create Product Master
|
|
Related Articles
Create All Transaction Series
How to Create All Transaction Series in SwilERP (RetailGraph) What is transaction series? Transaction series is a succession of volumes with related subjects, billing head, similar format and price, or continuous numbering. So, according to the ...Purchase Return Invoice
How to Create Purchase Return Invoice in SwilERP (RetailGraph) What does mean by Purchase Return? A purchase return occurs when the buyer of inventory, fixed assets, or other items sends these goods back to the seller. A purchase return invoice is an ...Create Credit Card Type
How to Create Credit Card Type in SwilERP Software Uses of Credit Card in SwilERP A credit card type defines the name of your payment mode. Users can select the credit card method while doing payments and receipt entries via SwilERP software. In ...Create Sales Invoice
How to Create Sales Invoice in SwilERP What is a Sales invoice? A Sales Invoice is a Bill that a Vendor creates for customers against which the customers make the payment. A Sales invoice is an accounting transaction that serves as a record of sales ...Create Purchase Invoice
How to Create Purchase Invoice in SwilERP A Purchase Invoice in SwilERP is vital for recording transactions between buyers and suppliers when purchasing products. It shows a paper trail, facilitates communication, and ensures transparency. Users can ...