Create Proforma Invoice

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

Invoice Details

Customer Information

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
Advance Payable (%):
Calculate advance on:
Advance Payable 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.

Advance Payment Calculation

Shown in the invoice summary and on the printed/PDF PI.
Which amount the advance % is applied to. 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.