Create a proforma invoice (quotation)

Steps

1. Open MAJA Books and click Sales in the left menu, then Proforma.
2. Click New Proforma Invoice.
3. Choose the Customer.
4. Leave Proforma Invoice # as shown (the next number).
5. Check Proforma Date (today) and Valid Until (14 days later by default).
6. Choose Item Tax Preference and Discount Type, as on an invoice.
7. Add the lines: Description, Account, Qty, Rate, VAT%. Click Add Line for more.
8. Optionally fill Notes, Terms & Conditions (for example your advance-payment terms) and Attachments.
9. Click Save & Send, or Save Draft to finish later.

What MAJA does for you

• MAJA numbers the proforma and saves it as Sent (or Draft). Nothing is posted to the ledger and no stock moves.
• The proforma opens with a What's next? banner offering Convert to Invoice.
• You can share or print it with Share and PDF/Print, like an invoice.

Track the customer's answer

1. Open the proforma.
2. Click the ··· (more) button and choose Mark as Sent, Mark as Accepted or Mark as Rejected. Each change is recorded in the document's history.

Good to know

• Every line must have an Account; otherwise MAJA says Please select an account for each line item.
• A customer deposit against the proforma is recorded under Payments Received as an Advance Payment, choosing the proforma in Against Proforma Invoice.