How to issue Pro forma Invoices in 2BizBox

Pro forma invoices, whether as confirmed customer orders, or as documents for port entry, are commonly used in international trade transactions. In this tutorial, we will see how to create a Pro forma invoice and process shipping in 2BizBox.

In 2BizBox, after the Pro forma Invoice is generated, quantity of listed items will be recorded in “InSIP”. You can close the invoice when actual shipping happens. Once shipping and closing the Pro forma Invoice, InSIP is reduced automatically.

Following pictures shows you the detailed steps to process a Pro forma invoice.

Step One: create a “Proforma Shipper” in Warehouse box. (You do not need to add item information here.) Then click Box No. “1” under “Box Info”.

Step Two: click “2Update” in “packing box” property page to open “updating packing box”.

Step Three: add sales orders to the Pro forma invoice.

Step Four: input “quantity to ship” for this Pro forma shipping.

Step Five: if you want to add more than one SO in this box, repeat Step Four.

Step Six: If you want to add more items in another box, you can click “2Add Packing Box” to add another box number and repeat previous steps. Thus, quantity of listed items will be reduced from inventory and recorded in “InSIP” of Part Master.

Step Seven: After adding all box items, click “Related Information” at the bottom to finish the Pro forma invoice.

Step Eight: close the Pro forma invoice and ship. Now, all Sales Order items in this Pro Forma Shipper are reduced from “InSIP” and shipper is created.