Creating a Proforma Invoice in Tally: A Step-by-Step Guide
Follow these steps to make a proforma invoice in Tally:
1. Open Tally
- Launch Tally software on your computer and log in to your company account.
2. Go to Gateway of Tally
- Access the “Gateway of Tally” screen, where you’ll find various accounting options.
3. Select Vouchers
- Click on “Accounting Vouchers” from the list of options.
4. Choose Sales
- Select “Sales” from the voucher types.
5. Enable Proforma Invoice
- Enable the “Proforma Invoice” option in the sales voucher screen.
6. Fill in Details
- Enter the necessary details like customer information, product description, quantities, rates, and other relevant data.
7. Save and Print
- After completing the details, save the proforma invoice, and you can print it for reference.
Remember, a proforma invoice is not a legally binding document and is used for pre-invoicing or quoting purposes.