Printing Proforma Invoices in TallyPrime: 5 Easy Steps + Example

1. Understanding Proforma Invoices in TallyPrime

A proforma invoice is a preliminary document that outlines the terms and conditions of a proposed sale or service.

It’s often used to provide potential customers with an estimate of the cost and to secure orders.

While not a legally binding document, it serves as a reference for both parties.

2. Steps to Print Proforma Invoices in TallyPrime:

1. Create a Sales Invoice:

Go to Gateway of Tally > Vouchers > Press F8 (Sales).

2. Enter Details:

Enter the customer’s details, product or service information, and the estimated amount.

3. Mark as Proforma:

Check the “Proforma” checkbox in the voucher header. This indicates that the invoice is a proforma.

4. Save the Invoice:

Press Ctrl+A to save the proforma invoice.

5. Print the Invoice:

• Go to Gateway of Tally > Reports > Print.
• Select the “Sales Invoice” report.
• Apply any necessary filters to view the proforma invoice.
• Press Alt+P to print the invoice.

3. Example of Printing Proforma Invoices in TallyPrime:

Let’s say you’re preparing a proforma invoice for a customer named “ABC Company” to sell 10 units of a product at Rs. 100 per unit.

1. Create a sales invoice.
2. Enter “ABC Company” as the customer.
3. Add the product and quantity.
4. Check the “Proforma” checkbox.
5. Save the invoice.
6. Go to Gateway of Tally > Reports > Print.
7. Select the “Sales Invoice” report and filter for the proforma invoice.
8. Print the invoice.

4. Additional Tips:

• Customization: You can customize the appearance of proforma invoices using TallyPrime’s invoice layout options.
• Conversion to Regular Invoice: If the customer confirms the order, you can convert the proforma invoice into a regular sales invoice.
• Numbering: Proforma invoices can have their own numbering sequence, separate from regular sales invoices.

By following these steps, you can effectively create and print proforma invoices in TallyPrime, providing your customers with clear estimates and facilitating the sales process.