Proforma Invoice Preferences

Explore With AI

• Open in ChatGPT (opens in new tab)
• Open in Claude (opens in new tab)

You can configure the following preferences for the Proforma Invoices module in Zoho ERP.

To configure preferences for your proforma invoices:

• Go to Settings in the top right corner.
• Under Module Settings, navigate to Sales and select Proforma Invoices.

General

Under the General section, you can configure the Terms and Conditions and Customer Notes for your proforma invoices.

Terms & Conditions

The terms and conditions that you enter here will be used as default for all your proforma invoices. You can also edit it later while creating or editing a proforma invoice.

Customer Notes

The customer notes that you enter here will be used as default for all your proforma invoices. You can also edit it later.

Field Customization

You can add multiple custom fields for the Proforma Invoices module and assign different data types for each of them. Learn more about Field Customization.

Approvals

You can configure approval workflows for proforma invoices to control how they are reviewed before being finalised. Choose between no approval, a simple approval, or a multi-level approval process based on your business needs. This helps ensure accuracy, maintain internal controls, and prevent unauthorized transaction creation. Learn more about approvals.

Validation Rules

You can create validation rules in the Proforma Invoices module to ensure accurate and consistent data entry while creating, editing, or converting proforma invoices. Validation rules help enforce business rules and restrict specific actions, reducing errors and maintaining data integrity across your transactions. Learn More about Validation Rules.