Call us for instant help – We are available 24*7
Among various features that QuickBooks provides, a proforma invoice is one of the crucial accounting features that QuickBooks provides. QuickBooks proforma invoice can be used for many purposes like shipping purposes, sending to your customers, and also keeping a track of the accounts. QuickBooks proforma invoice is a document that can be used as proof of sales and purchases. The proforma invoice contains the details of the product and the payment procedure in which payment will be made or is already made. You can also call it a preliminary bill which means that it is not real but can be treated as one.
In this article, we have mentioned the different categories of proforma invoices and the procedure to create a proforma invoice. We have mentioned the process in detail to make it easier for you to understand. Read the full blog to know everything about QuickBooks proforma invoice.
A Performa invoice is basically an invoice that you use regarding the payment from the customer or buyer. In a Performa invoice, you can find the description of the goods and the breakdown of the total payable amount. A Performa invoice is generally given when the payment is already made so there is no request for the payment.
QuickBooks does not have the feature to create Performa invoices directly but by using templates from Microsoft Excel and Microsoft Word, you can create Performa invoices in QuickBooks.
QuickBooks provides you with different types of proforma invoices. We have mentioned some of them to you:
The first one is the proforma invoice for customers. This proforma invoice works as written confirmation from the seller end to the customer end that they are going to deliver the product. It contains the full description of the payment that helps both sides to track the payment.
The next is the shipping proforma invoice. This proforma invoice is a type of business invoice. One thing that you need to keep in mind is that these proformas don’t contain any information about the taxes and VATs. But both sides can use it to determine the actual cost of the services and the products.
There are three important points that you need to remember while you are creating a proforma invoice:
Know more:- How To Create An Invoice In QuickBooks
Below we have mentioned the whole step-by-step process that you need to follow if you wish to create a proforma invoice in QuickBooks.
In case you want to create multiple invoices in QuickBooks, you can follow the steps mentioned below.
Know more:- How to Create Back Up File In QuicBooks Desktop
Below we have mentioned the steps that you need to follow if you have to edit the payment that you have applied to an invoice:
We hope that now the concept of QuickBooks proforma invoice is clear to you. We believe that the process we have mentioned above will help you to create the QuickBooks proforma invoice. In case you still face any issues while creating or setting up the proforma invoice in QuickBooks, you can reach us for manual help.
No, QuickBooks does not have Proforma, but with the help of templates from Microsoft Excel and Microsoft Word, you can create proforma invoices through QuickBooks.
In a proforma invoice, there is no demand for payment. It is just a description of the products and the cost breakdown, whereas, in the normal invoice, there is a request for payment along with the product details.
For this, you just need to go to the particular contractor and save the details of the proforma invoice in the invoice section.