Create Proforma Invoice

Editing an existing PI — changes will update this record, not create a new one.

Invoice Details

Customer Information

Ship To (Consignee)

Delivery & Dispatch Details

Items & Services

Product Catalog Item / Description HSN/SAC Qty Unit Rate (₹) Dis (%) GST (%) Amount (₹) Action

Terms & Notes

Invoice Summary

Subtotal (before discount): ₹ 0.00
Total Discount: ₹ 0.00
Amount Before Tax: ₹ 0.00
CGST: ₹ 0.00
SGST: ₹ 0.00
IGST: ₹ 0.00
Freight / Dispatch Charges:
Grand Total: ₹ 0.00
Net Receivable Calculation Mode:
Advance Payable (%):
Advance Payable Amount: ₹ 0.00
Total Received So Far: ₹ 0.00
Net Receivable Amount: ₹ 0.00

Proforma Invoice History

PI Number Date Customer Amount (₹) Actions

Customer Database

Name GSTIN State Phone Email Actions

Product Catalog

Item Name HSN/SAC Rate (₹) GST Rate Unit Actions

Company & System Settings

Company Information

PNG or JPG, under 1 MB. Stored locally with your other data.

Bank & Invoice Config

Access Control

Login credentials for this device/browser. This is a basic access gate, not secure authentication — anyone with access to the browser's developer tools could read these values.

Net Receivable Calculation

Shown in the invoice summary and on the printed/PDF PI.
How the Net Receivable Amount is worked out. You can still override this per-invoice while creating a PI.

PI Preview & Print — Included Fields

Uncheck anything you don't want appearing on the invoice preview, PDF, or print.

Off by default since Net Receivable (in words) already covers the final amount due.