{"id":1387,"date":"2023-04-27T09:31:57","date_gmt":"2023-04-27T09:31:57","guid":{"rendered":"https:\/\/smaket.org\/blog\/?p=1387"},"modified":"2023-07-10T11:31:31","modified_gmt":"2023-07-10T11:31:31","slug":"how-to-create-proforma-invoices-in-smaket","status":"publish","type":"post","link":"https:\/\/www.smaket.ai\/blog\/how-to-create-proforma-invoices-in-smaket\/","title":{"rendered":"How To Create Proforma Invoices In Smaket?"},"content":{"rendered":"<h2><span style=\"font-weight: 400\">Create a <\/span><span style=\"font-weight: 400\">Proforma invoice<\/span><span style=\"font-weight: 400\"> in Smaket with these simple steps :\u00a0\u00a0<\/span><\/h2>\n<h3><b>Step -1<\/b><\/h3>\n<p><span style=\"font-weight: 400\">Go to the dashboard of smaket &gt; sales &gt; Proforma invoice.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1390\" src=\"https:\/\/smaket.org\/blog\/wp-content\/uploads\/2023\/04\/Screenshot-23.png\" alt=\"\" width=\"1905\" height=\"940\" \/><\/p>\n<h3><b>Step-2\u00a0<\/b><\/h3>\n<p><span style=\"font-weight: 400\">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.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1391\" src=\"https:\/\/smaket.org\/blog\/wp-content\/uploads\/2023\/04\/Screenshot-24.png\" alt=\"\" width=\"1906\" height=\"934\" \/><\/p>\n<h3><b>Step-3<\/b><\/h3>\n<p><span style=\"font-weight: 400\">Then select B2B customer( RETAILER) or B2C ( CUSTOMER) on which you want to create a bill, then search customer\/retailer name <\/span><span style=\"font-weight: 400\">( you can search it by <\/span><span style=\"font-weight: 400\">name \/code\/ phone number\/mail ID\/ <\/span><span style=\"font-weight: 400\">company name) <\/span><span style=\"font-weight: 400\">on the search bar &amp; select it, or you can directly add it by pressing the add button.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1392\" src=\"https:\/\/smaket.org\/blog\/wp-content\/uploads\/2023\/04\/Screenshot-25.png\" alt=\"\" width=\"1904\" height=\"930\" \/><\/p>\n<h3><b>Step- 4\u00a0<\/b><\/h3>\n<p><span style=\"font-weight: 400\">After that, the Proforma invoice page will be open. <\/span><span style=\"font-weight: 400\">Then Move to the search product bar &amp; search product(you can search product by name and code or else by scanning a barcode ) &amp; 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<\/span> <span style=\"font-weight: 400\">).<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1393\" src=\"https:\/\/smaket.org\/blog\/wp-content\/uploads\/2023\/04\/Screenshot-30.png\" alt=\"\" width=\"1914\" height=\"939\" \/><\/p>\n<h3><b>Step-5<\/b><\/h3>\n<p><span style=\"font-weight: 400\">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<\/span><span style=\"font-weight: 400\">, adding services charges, &amp; you can also edit the rate, qty<\/span><span style=\"font-weight: 400\"> (if you want you can add the free qty)<\/span><span style=\"font-weight: 400\">, GST &amp; discount.<\/span><\/p>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1394\" src=\"https:\/\/smaket.org\/blog\/wp-content\/uploads\/2023\/04\/Screenshot-27.png\" alt=\"\" width=\"1908\" height=\"938\" \/><\/h3>\n<h3><b>Step-6\u00a0<\/b><\/h3>\n<p><span style=\"font-weight: 400\">Finally, click the checkout button to generate a fully prepared proforma Invoice. It will be shown on the proforma invoice details page. <\/span><span style=\"font-weight: 400\">You can search your added proforma invoice in the search proforma invoice bar &amp; Additionally, you can search it based on a particular date.<\/span><\/p>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1396\" src=\"https:\/\/smaket.org\/blog\/wp-content\/uploads\/2023\/04\/Screenshot-28.png\" alt=\"\" width=\"1910\" height=\"940\" \/><\/h3>\n<h3><b>Step-7<\/b><\/h3>\n<p><span style=\"font-weight: 400\">You can download the sales invoice by pressing on download button &amp; also print the invoice by pressing the print ( A4, A5&amp; 58 sizes) button.\u00a0\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1397\" src=\"https:\/\/smaket.org\/blog\/wp-content\/uploads\/2023\/04\/Screenshot-29.png\" alt=\"\" width=\"1898\" height=\"931\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Create a Proforma invoice in Smaket with these simple steps :\u00a0\u00a0 Step -1 Go to the dashboard of smaket &gt; sales &gt; Proforma invoice.\u00a0 Step-2\u00a0 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( [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1399,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[117],"tags":[133,2373,489,2375,1232,2371,2347,2370,2369,2374,1440,878,2291,475,2372],"class_list":["post-1387","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology","tag-accounting","tag-billing","tag-business-management","tag-customer-transactions","tag-e-commerce","tag-financial-documents","tag-invoicing","tag-online-tools","tag-payments","tag-product-sales","tag-proforma-invoice","tag-sales","tag-smaket","tag-small-business","tag-templates"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\r\n<title>How To Create Proforma Invoices In Smaket? 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