A proforma invoice is a preliminary bill of sale that is sent to the client before the work is completed. It’s a commitment to goods or services that have yet to be delivered. It lists the work to be completed, the quantity and the price you’re charging for the products or services.

Since the proforma is not an invoice, it cannot be used for accounting purposes by you or the client. It’s not a demand or request for payment. Instead, a proforma invoice is commonly used as a preliminary invoice with a quotation or for customs purposes on imports.

Let us now see what to check if the Proforma Invoice shows no charges in the report even if charges are entered in the Shipment.

  • Navigate to the respective Shipment View page.
  • Check for the Shipment Department and the PPCC of the charges entered.
  • For Export Shipments the PPCC should be PREPAID in order to appear charges in the Proforma Invoice.
  • Once checked and changed to Prepaid for Export Shipment, the charges are now able to appear in the report.
  • In the Same way, for Import Shipments the PPCC for the charges should be COLLECT.
  • Then only the charges will be available in the Proforma Invoice report.
  • Also note that the Charges will be displayed in the Proforma Invoice report only if they are UNPOSTED or in CREATED status.