I suggest you ...

Include proforma invoice

Please create proforma invoice link to enable a user to create a PI.

While taking out the reports like sales or P&L, then allow the user to either select PI or de-select PI for report generation.

Also allow the user to generate invoice based on the Proforma Created. This feature is almost simalar to Estimates.

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  • Rashed Al-Yemni commented  ·   ·  Flag as inappropriate

    Proforma Invoice is having the similar idea of retainer invoice. it is an invoice for the advance payment!

    Also Estimate and Quotation are the same. There is no difference at all. Maybe in your own company make it different, but at the end, it is a price offer. The terms and conditions makes the difference. Example: you are doing a painting job for massive residential project. Normally what counts is the unit rate (Square Meter/foot). So in the terms and conditions you may mention that the quantities set the maximum quantity whereas the payable quantity is the invoiced quantity. Exceeding the Quoted quantity must have an additional PO or PO must be revised.

    Also for a consultant hourly rate and/or hourly based services, you may do the same above. It is very hard for a developer to match all kinds of internal procedures for their client. Therefore, the ability to rename the Estimate in the templates is a key feature for this software. It makes great deal of variable options.

  • Anonymous commented  ·   ·  Flag as inappropriate

    The Estimate report can be renamed Proforma Invoice. However what is really missing is the Quotation. Needless to say the difference is Quote is for 1 piece per item / SKU while Proforma is when the customer give the quantities per item / SKU

  • AbdulManan commented  ·   ·  Flag as inappropriate

    It is the most basic feature of any business, I dont know why zoho is missing this feature. Please make this feature available as it is the most important and required feature of any business. onlly invoice is not sufficient.

  • Savills PM ACC commented  ·   ·  Flag as inappropriate

    PI is a must-have
    - it is a basic accounting function
    - PI can be applied with payment terms and auto-reminders can be applied.

  • John Legg commented  ·   ·  Flag as inappropriate

    Proforma Invoices are essential with worldwide trade. Please sort this out as soon as you can.

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