CaptainBiz Video Proforma Invoice

Welcome to CaptainBiz, your go-to billing solution! In this tutorial, we’ll guide you through the seamless process of creating a Proforma Invoice on your CaptainBiz account. Whether you’re a small business owner or a freelancer, mastering this feature will streamline your invoicing process and enhance your business operations. Let’s dive in!

How you can register yourself on Logo CaptainBiz business software.

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How to do document sequence & settings in Logo CaptainBiz business software.

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How to Add Product in Logo CaptainBiz business software.

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After logging into your CaptainBiz account, navigate to the left-hand side menu and click on 'Proforma Invoice' under the 'Sales' dropdown menu.

Step 1

Once redirected to the Proforma Invoice page, locate and click on 'New Proforma' on the right-hand side of the screen.

Step 2

Navigate to New Proforma

Next, choose a customer from the options provided under 'Select/Create Customer.' Then, from the dropdown menu under 'Product,' select the appropriate product for the Proforma Invoice.

Step 3

Select/Create Customer and Product

After selecting the customer and product, click on 'Save.' A notification confirming the successful saving of the order will appear.

Step 4

Save Proforma Invoice

Proceed to the next page and click on 'Generate Invoice.' Customize the invoice template as needed, select the payment date, and click 'Save.'

Step 5

Generate Invoice

If prompted to create an 'E-Invoice,' follow the prompts accordingly based on your preference.

Step 6

E-Invoice Confirmation

Congratulations! You've successfully created a Proforma Invoice on CaptainBiz. By mastering this feature, you've taken a significant step towards optimizing your billing process. Stay tuned for more tutorials and tips on maximizing your experience with CaptainBiz.

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Customer Testimonial

"We'll surely recommend CaptainBiz to everyone who is looking at the most effective GST ready billing and Accounting software. From sales order and invoicing to payments – we now handle all transactions with one software. Our sales, purchase and accounts team has access to the same accounting data which has greatly eliminated billing errors, improved data accuracy and strengthened the revenue recognition process. It comes in very handy for daily billing. Thanks to CaptainBiz."

Stellant Communications 21. June, 2023.

"We are distributors of confectionery items based out of Bihar. Our billing used to happen manually over the years until Vyapari helped us to automate the entire billing process. Am raising my purchase and sales invoices through a mobile app with ease and it’s no more a time consuming task for us. Thanks to CaptainBiz for streamlining how business works"

Jai Maa Santoshi Traders 12. May, 2022.

"CaptainBiz is for anyone who is looking for a fast and error-free generation of GST invoices and reports. It keeps a track of every detail such as the inventory, loss statements, accuracy of income, profit and loss accounts and cash flow statements of your business. It has made me run my business without any hassles and has saved a lot of my time. I would recommend this to everyone who is too busy to keep track of everything manually."

Digital Beej 11. November, 2023.

Frequently Asked Questions

Can I edit a Proforma Invoice after saving it?

Yes, you can edit a Proforma Invoice even after saving it. Simply locate the invoice in your CaptainBiz account and make the necessary changes.

Is it possible to add multiple products to a single Proforma Invoice?

Absolutely! CaptainBiz allows you to add multiple products to a Proforma Invoice to accommodate various transactions.

Can I customize the invoice template according to my brand's aesthetics?

Yes, CaptainBiz offers customization options for invoice templates, allowing you to align them with your brand's aesthetics and preferences.

What happens if I forget to select a payment date before saving the Proforma Invoice?

Not to worry! You can always go back and edit the Proforma Invoice to add or update the payment date as needed.

How do I access my saved Proforma Invoices for future reference?

All your saved Proforma Invoices are accessible within your CaptainBiz account, making it convenient to retrieve them for future reference or transactions.