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Quotation & Proforma

Menu Sales → Proforma Invoices (`/invoice/proforma-invoice`). Create quotations/proformas for customers, approve drafts, print/share, and Generate Sales Invoice when the deal is ready. Often follows a Sales Order and sits before the final Sales Invoice.

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GST, Discounts & Totals

Tax, line discount, document discount, and totals follow the same sales-side calculation pattern as Sales Order, so what the customer sees on quotation/proforma can carry forward cleanly to invoice.

What users fill

  • Line GST, line discount, line description, and total amount per line
  • Document totals such as subtotal, discount totals, CGST/SGST/IGST/UGST, cess, tax, and grand total
  • Terms & Conditions, signature, and commercial description for the customer-facing document

Product screenshot coming soon

The closer this matches Sales Order and Sales Invoice, the less confusion the customer and staff see.

Related features

Create

Create Quotation & Proforma

Create Quotation and Proforma follows the same sales-side pattern as Sales Order: customer billing, sales dates, item lines with sales prices, tax, discounts, totals, and Save as Draft or Create.

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Create

Customer Parties & Sales Price

Quotation and Proforma use the same customer and pricing rules as Sales Order: Customer and Customer+Supplier parties load, while line rates come from sales price by unit and conversion.

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Convert

Convert to Sales Invoice

Once the customer accepts the quotation or proforma, users can convert it to Sales Invoice so the commercial proposal becomes the final bill with carried-over customer, items, prices, tax, and totals.

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Ready to try GST, Discounts & Totals?

Jump into Billoxy and see it in action on your own data.

Open Proforma Invoices