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sales155
Level 1

When we receive a PO, how to make a proforma invoice to our distributor to get 50% prepayment? Goods will be in stock after 2 months, then partial deliveries to customers

 
4 Comments 4
JonpriL
Moderator

When we receive a PO, how to make a proforma invoice to our distributor to get 50% prepayment? Goods will be in stock after 2 months, then partial deliveries to customers

Hi there, @sales155!

 

Currently, we don't have the ability to create a proforma invoice in the system. Instead, you can create a bill directly from a purchase order and sent it to your distributor or vendor. I'll show you how.

  1. Go to Expenses.
  2. Find and open your purchase order.
  3. Select Copy to bill.
  4. Click Save and close.

In addition, here's an article you can read to learn more about creating a bill from a purchase order: Create purchase orders in QuickBooks Online.

 

Lastly, I've got you this helpful article for ideas about how you can pay a bill: Enter and pay bills.

 

If there's anything else that I can help you with, let me know in the comments. I'll be happy to help.

1397 7199 75
Level 1

When we receive a PO, how to make a proforma invoice to our distributor to get 50% prepayment? Goods will be in stock after 2 months, then partial deliveries to customers

Question is about to create 50% proforma invoice & the given answer not fullfill this information.

 

We couldn't fount any functionality to create 50% proforma invoice. 

JonpriL
Moderator

When we receive a PO, how to make a proforma invoice to our distributor to get 50% prepayment? Goods will be in stock after 2 months, then partial deliveries to customers

Hello there, @1397 7199 75!

 

Proforma Invoice can also be a naming template used upon customizing your invoices. Let's go ahead, create one, and send it to your customers. I'll show you how.

  1. Go to the Gear icon.
  2. Under Your Company, select Custom Form Styles.
  3. Click New Styles.
  4. Select Invoice.
  5. On the Content tab, select the top-portion of your invoices.
  6. Under Form, select Form Names.
  7. Enter Proforma Invoice.
  8. Click Done.

In addition, here's an article you can read to learn more about how you can customize and invoice template: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

From here, you can create an estimate, convert it to an invoice with 50% items, and send it to your customers. You can read through this article to learn more: Set up and send progress invoices in QuickBooks Online.

 

Lastly, I've got you these helpful articles for ideas about how you can accept payments from your customers: Record invoice payments in QuickBooks Online.

 

If there's anything else that I can help you with, let me know in the comments. I'll be here to lend a hand.

Ben from IncoDocs
Level 2

When we receive a PO, how to make a proforma invoice to our distributor to get 50% prepayment? Goods will be in stock after 2 months, then partial deliveries to customers

Hi there, you can now link your QuickBooks account to the new IncoDocs app.  IncoDocs allows exporters to create Proforma Invoices, Commercial Invoices and other shipping documentation that is required when shipping products Internationally.


You can create a Proforma Invoice and set the payment terms and request a split deposit and balance payment.  Once connected, you can sync your invoices and purchase orders, to eliminate manual data re-entry.  Here is a link to the app listing:  https://quickbooks.intuit.com/app/apps/appdetails/incodocs/

Proforma-Invoice-Export-Shipping.png
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We hope this helps.  Happy shipping!

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