Proforma Types

Accessing Proforma Types

Navigate to the Settings section and under the System Setup Section click the “System Settings” Button. Then under the Accounts Section click the “Proforma Types" button.

Overview

The Proforma Types module allows users to create and edit different types of proforma entries used in financial transactions.

List Description

• Type – Name of the proforma type.

• Code – Unique identifier code for the proforma type.

• Kind of Transaction – Category Kind ID associated with the proforma type.

How to Create a Proforma Type

1. Open the Proforma Types list for the first time, or click ‘+’ to create a new entry.

2. Fill in the following fields: 

   • Type – Enter the name of the proforma type.

   • Code – Assign a unique identifier code.

   • Kind of Transaction – Select from the list of available categories. (To view details, follow the link to Kind of Transactions.)

3. Click Save to confirm the entry.

Important Notes

• Entries cannot be deleted once created.

Where You Can Use This Feature

• Managing proforma types for financial transactions and documentation.