How to create proforma invoice and convert to tax invoice


While creating a Structured/Adhoc bill you can make it as a Proforma invoice (An estimated invoice used to request payment from the client for services before they are supplied).

You can convert this to regular invoice once you receive the payment/as per the requirement from the action drop down in the bill register.

In this video you will be able to understand the process.

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You can also use the feature to change the voucher status as Paid or Unpaid. It is by default unpaid and can be marked as paid when the payment is made to the respective resource person who has created the voucher