{"id":5804,"date":"2025-07-10T15:00:18","date_gmt":"2025-07-10T08:00:18","guid":{"rendered":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/?p=5804"},"modified":"2025-12-29T14:19:21","modified_gmt":"2025-12-29T07:19:21","slug":"proformainvoice_create","status":"publish","type":"post","link":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/proformainvoice_create\/","title":{"rendered":"Proforma Invoice – Create"},"content":{"rendered":"

Introduction to SKYBIZ Proforma Invoice<\/strong><\/h4>\n

A proforma invoice<\/strong> is a preliminary or estimated invoice sent by a seller to a buyer before the actual sale takes place. It outlines the details of a proposed transaction, including the description of goods or services, quantities, prices, terms, and expected delivery or payment conditions. Unlike a commercial invoice, a proforma invoice is not a demand for payment or a final accounting document\u2014it is issued for informational purposes only. In accounting and international trade, proforma invoices are often used to declare the value of goods for customs, provide pricing estimates, or obtain approvals before issuing a formal sales invoice.<\/p>\n

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How to Create a <\/strong>Proforma Invoice<\/strong>?<\/strong><\/h4>\n

Step 1:<\/strong> To create a proforma invoice, navigate to Sales <\/b>> Proforma Invoice<\/strong><\/p>\n

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Step 2<\/strong>:<\/strong> Fill in all fields with your customer information<\/p>\n

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Step 3:<\/strong> Select the item type, then add all kinds of inventory items\/miscellaneous\/GL that you want to add:<\/p>\n