Create a Proforma invoice in Smaket with these simple steps :
Step -1
Go to the dashboard of smaket > sales > Proforma invoice.
Step-2
The Proforma invoice details page will open after selecting the Proforma invoice menu, then create the Proforma invoice by pressing the Create Proforma invoice button.
Step-3
Then select B2B customer( RETAILER) or B2C ( CUSTOMER) on which you want to create a bill, then search customer/retailer name ( you can search it by name /code/ phone number/mail ID/ company name) on the search bar & select it, or you can directly add it by pressing the add button.
Step- 4
After that, the Proforma invoice page will be open. Then Move to the search product bar & search product(you can search product by name and code or else by scanning a barcode ) & select it, or you can directly add a product by clicking on the add button (after the product is selected you can remove the product by clicking on the cross mark ).
Step-5
You can apply the discount on each item or on the bill or else you can apply the discount by clicking below on each item amount on the product details section, adding services charges, & you can also edit the rate, qty (if you want you can add the free qty), GST & discount.
Step-6
Finally, click the checkout button to generate a fully prepared proforma Invoice. It will be shown on the proforma invoice details page. You can search your added proforma invoice in the search proforma invoice bar & Additionally, you can search it based on a particular date.
Step-7
You can download the sales invoice by pressing on download button & also print the invoice by pressing the print ( A4, A5& 58 sizes) button.
