Proforma Invoice Kya Hoti Hai? Kab Banani Chahiye Aur Kya Likha Jaata Hai?

Agar aap business karte hain aur customer ne abhi order confirm nahi kiya par aapko kuch estimate dena hai, toh jo document aap bhejte hain — wahi hoti hai Proforma Invoice. Yeh ek tarah ka "advance bill" hai jo actually legal tax document nahi hota, par professionally likha jaata hai bilkul real invoice jaisa.

Proforma Invoice Aur Tax Invoice Mein Kya Fark Hai?

Yeh confusion bahut common hai. Seedha samjhata hoon:

• Proforma Invoice — Sale confirm hone SE PEHLE di jaati hai. Isme GST liability nahi banti. Sirf estimate/quotation ka official form hai.
• Tax Invoice — Sale complete hone KE BAAD di jaati hai. Isme GST lagta hai, ITC milta hai buyer ko, aur yeh legal document hai.

Proforma Invoice Kab Banate Hain?

Teen cases mein proforma invoice bahut zaroori hoti hai:

1. Advance Payment ke liye: Customer pehle paisa dega, baad mein maal milega — toh pehle proforma do.
2. Export Shipments ke liye: Custom clearance ke waqt shipping company proforma invoice maangti hai, actual sale se pehle.
3. Quotation ke professional form mein: Koi simple quotation bhejne se zyada professional lagta hai proforma invoice.

Proforma Invoice Mein Kya Likha Jaata Hai?

Ek sahi proforma invoice mein yeh sab hona chahiye:

• Upar clearly lika ho — "PROFORMA INVOICE" (tax invoice nahi)
• Aapka aur buyer ka naam, address, GSTIN
• Items ki list, quantity, rate aur GST rate
• Total amount aur GST breakdown
• Validity date (jaise "valid for 30 days")
• Bank details agar advance payment chahiye

Tally Prime Mein Proforma Invoice Kaise Banayein?

Standard Tally mein proforma invoice ka option directly nahi hota. Isko aap dono taraf se handle kar sakte hain:

1. Quotation format use karein — Tally mein Sales Order ya Delivery Note ko proforma jaisa print karo.
2. Custom TDL lagwayein — AndurilTech ka custom invoice TDL lagwane par aap dedicated "Proforma Invoice" type choose kar sakte hain jisme clearly "PROFORMA" print hota hai aur GST liability create nahi hoti.

Ya phir online hum ek free tool bhi dete hain jahan aap browser mein hi proforma invoice bana sakte hain aur PDF download kar sakte hain — koi signup nahi, koi charge nahi.

Proforma Invoice Ka GST Treatment

Yaad rakhiye — proforma invoice GST return mein nahi aati. Jab actual sale hogi, tab tax invoice banegi aur woh GSTR-1 mein jaayegi. Proforma sirf ek "intention to sell" ka document hai.

Agar aapko custom proforma invoice format chahiye ya Tally mein proforma ka setup karwana hai, toh humein WhatsApp par message karein — ek demo mein sab clear ho jaayega!