How to Add Proforma Invoice Management in Fit+club App

The Fit+club mobile app streamlines the creation and management of Proforma Invoices, enabling you to issue preliminary bills for goods or services before the final sale is confirmed. This is crucial for pre-payment requests or formalizing intentions to sell.

📝 Creating & Managing Proforma Invoices #

Proforma Invoices serve as a commitment or an estimate before a formal sales invoice is generated. Fit+club provides a straightforward process to handle these documents.

Feature Overview #

The Proforma Invoice Management feature allows you to:

• Generate new proforma invoices for products or services.
• Customize general details such as voucher number, date, and due date.
• Select parties (customers) and add multiple products to the proforma.
• View and manage a list of all proforma invoices.
• Download, share, or print proforma invoices.
• Edit, Delete, or Copy (Clone) existing proforma invoices.

Step-by-Step Instructions: #

1. Log in to your Fit+club account on your mobile device.
2. Navigate to the Sales Section (Initial Access Point):
   • From the main dashboard or the bottom navigation main bar, locate and tap the sales “Performa Invoice” icon.
3. View and Filter Proforma Invoice List:
   • You will now be on the “Proforma Invoice” list screen. This screen displays a list of all existing proforma invoices, showing details such as:
     • Proforma Invoice Number (e.g., # PI/AB00001).
     • Party (Client) Name.
     • Date of creation.
     • Total Amount.
   • You can use the “Search…” bar or the filter icon (top right) to quickly find specific proforma invoices.
4. Create a New Proforma Invoice:
   • On the “Proforma Invoice” list screen, tap the “+” button at the bottom right corner (as seen in 1000104729.jpeg).
   • This will take you to the “Create Proforma Invoice” screen.
5. Manage General Details:
   • In the “General” section, you’ll find:
     • Voucher Number: An auto-generated number (e.g., PFI/AB00002).
     • Voucher Date: Current date.
     • Due Date: Current date.
   • Tap the “Edit” button to modify these details if required.
6. Select a Party (Customer):
   • Under the “Party” section, tap “+ Add Party”.
   • Select the existing customer for whom you are generating this proforma invoice.
7. Add Products/Items:
   • Under the “Products” section, tap “+ Add Items”.
   • Select the products or services you wish to include in this proforma invoice.
   • You will be able to specify quantities and review prices for each item.
8. Save the Proforma Invoice:
   • After filling in all the necessary details, tap the “Save” button at the bottom of the “Create Proforma Invoice” screen.

Managing an Existing Proforma Invoice (Details & Actions) #

Once a proforma invoice is created, you can access its detailed view and perform various actions:

1. View Proforma Invoice Details:
   • From the “Proforma Invoice” list, tap on the specific proforma invoice you wish to view (e.g., # PI/AB00001).
   • This will open the detailed “Proforma Invoice” screen, showing all items, party details, and financial summary.
2. Document Actions (Download, Share, Print):
   • At the bottom of the detailed proforma invoice screen, you’ll find options for document management:
     • Download: Tap the “Download” icon (downward arrow) to save the proforma invoice as a PDF file to your device.
     • Share: Tap the “Share” icon to open your device’s sharing options, allowing you to send the proforma invoice via email, messaging apps, etc.
     • Print: Tap the “Print” icon (printer symbol) to generate a physical copy of the proforma invoice.
     • WhatsApp: A dedicated “WhatsApp” icon might be present for direct sharing via WhatsApp.
3. Advanced Management Options (Edit, Delete, Copy):
   • To access further management options, tap the three-dot menu icon at the top right of the detailed proforma invoice screen. A dropdown will appear with the following choices:
     • Edit: Tap “Edit” to modify any details of the existing proforma invoice, such as general information, products, or quantities.
     • Delete: Tap “Delete” to permanently remove the proforma invoice record. Use this option with caution as it cannot typically be undone.
     • Copy: Tap “Copy” (or “Clone”) to create an exact duplicate of the current proforma invoice. This is highly useful if you need to create a similar proforma invoice for the same or a different customer, saving significant data entry time.

These robust features ensure comprehensive management of your proforma invoices within the Fit+club mobile app.