Proforma Invoice


A proforma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods. The invoice will typically describe the purchased items and other important information such as the shipping weight and transport charges. Pro forma, Latin for “as a matter of form” or “for the sake of form,” invoices often come into play with international transactions, especially for customs purposes on imports.


Steps to create PI in ApparelConnect:


  • Click on marketing and sales
  • Click Proforma Invoices





  • Click on New Invoice (This will open a new window)





  • Fill the necessary information (Customer, Delivery Location, Billing and Payment Location etc.) in General tab
  • Then go to Delivery tab and fill the delivery related given fields (Airway/BL No., Payment Terms etc.)
  • Save the entered data to generate the Proforma Invoice No.





  • Click on shipment tab and fill the shipment information (Dates and Ports etc.) and save





  • Click on others tab and fill the details  and save





  • Now in Style tab at the bottom click + button to add the styles/ sale orders in that PI
  • Select the styles/sale orders to add in PI
  • Click on include
  • Click Exit





  • User can change the PI quantity or price (in case if it is required)





  • Click on Approve to confirm the Proforma Invoice
  • To take the print/report of Proforma Invoice Click on Reports
  • Select the correct report as per requirement to print single or multiple proforma invoices





  • Print the Selected Report




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