OFBiz closest to "Proforma Invoice"

[Rajesh Mallah]

Hi ,

I have a query about invoices.

Here in India we present customer with a proforma invoice for asking
payments.

And after the payment is made by customer we give them the real invoice
(Tax Invoice).

My question is what is the ofbiz equivalent of Proforma Invoice?

Also we need to keep track of all such invoices in the AR.
I see that in AR  "Invoice Type" are "Sales Invoice" , "Purchase Return"
and "Interest"

Regards
Rajesh Mallah.

[Victor Hernadez]

Hi Rajesh,

It sounds to me like a quote, you might want to try them at
https://demo-stable.ofbiz.apache.org/ordermgr/control/EditQuote

Kind regards

On Fri, Oct 18, 2019 at 9:09 AM Rajesh Mallah <[hidden email]> wrote:

>
> Hi ,
>
> I have a query about invoices.
>
> Here in India we present customer with a proforma invoice for asking
> payments.
>
> And after the payment is made by customer we give them the real invoice
> (Tax Invoice).
>
> My question is what is the ofbiz equivalent of Proforma Invoice?
>
> Also we need to keep track of all such invoices in the AR.
> I see that in AR  "Invoice Type" are "Sales Invoice" , "Purchase Return"
> and "Interest"
>
> Regards
> Rajesh Mallah.

[Jacques Le Roux]

Hi Victor,

Thanks for your answer.

Your message has been moderated.

Please subscribe to the user ML for such questions and then use your email client
See why here http://ofbiz.apache.org/mailing-lists.html

You will get a better support , it's more fair to share with everybody  and people can answer you on the ML rather than directly to you
The wider the audience the better the answers you might get

Also it's more work for moderators who have to accept your messages as long as you have not subscribed.
I'll personally no longer accept them (other moderators still could)

Jacques

Le 19/10/2019 à 03:35, Victor Hernandez a écrit :

> Hi Rajesh,
>
> It sounds to me like a quote, you might want to try them at
> https://demo-stable.ofbiz.apache.org/ordermgr/control/EditQuote
>
> Kind regards
>
> On Fri, Oct 18, 2019 at 9:09 AM Rajesh Mallah <[hidden email]> wrote:
>> Hi ,
>>
>> I have a query about invoices.
>>
>> Here in India we present customer with a proforma invoice for asking
>> payments.
>>
>> And after the payment is made by customer we give them the real invoice
>> (Tax Invoice).
>>
>> My question is what is the ofbiz equivalent of Proforma Invoice?
>>
>> Also we need to keep track of all such invoices in the AR.
>> I see that in AR  "Invoice Type" are "Sales Invoice" , "Purchase Return"
>> and "Interest"
>>
>> Regards
>> Rajesh Mallah.

[Rajesh Mallah]

Hi ,

Here in India recovering payments is a  big task in itself and there
can be gaps of even 30-90days. We need to see "things" in Accounts
Receivable ,
followup and then  payments come.

Quotes i do not think impact AR.

regds
mallah.






On Sat, Oct 19, 2019 at 12:01 PM Victor Hernandez <
[hidden email]> wrote:

> Hi Rajesh,
>
> It sounds to me like a quote, you might want to try them at
> https://demo-stable.ofbiz.apache.org/ordermgr/control/EditQuote
>
> Kind regards
>
> On Fri, Oct 18, 2019 at 9:09 AM Rajesh Mallah <[hidden email]>
> wrote:
> >
> > Hi ,
> >
> > I have a query about invoices.
> >
> > Here in India we present customer with a proforma invoice for asking
> > payments.
> >
> > And after the payment is made by customer we give them the real invoice
> > (Tax Invoice).
> >
> > My question is what is the ofbiz equivalent of Proforma Invoice?
> >
> > Also we need to keep track of all such invoices in the AR.
> > I see that in AR  "Invoice Type" are "Sales Invoice" , "Purchase Return"
> > and "Interest"
> >
> > Regards
> > Rajesh Mallah.
>

[J]

Hello,

I see a similar need for this.

We sell product for an event.  The items are ordered/sold before the event.

They are sold before the products have been received.   I need to
presell them, so this means that we have no inventory.

Is it possible to sell something to a client with no inventory?

Tanks

Joseph



On 2019-10-18 10:09 a.m., Rajesh Mallah wrote:

> Hi ,
>
> I have a query about invoices.
>
> Here in India we present customer with a proforma invoice for asking
> payments.
>
> And after the payment is made by customer we give them the real invoice
> (Tax Invoice).
>
> My question is what is the ofbiz equivalent of Proforma Invoice?
>
> Also we need to keep track of all such invoices in the AR.
> I see that in AR  "Invoice Type" are "Sales Invoice" , "Purchase Return"
> and "Interest"
>
> Regards
> Rajesh Mallah.
>

[Deepak Dixit-4]

Hi Rajesh,

Have you explored the Billing Account flow?
https://demo-trunk.ofbiz.apache.org/accounting/control/EditBillingAccount?billingAccountId=9010



Kind Regards,
Deepak Dixit
DIRECTOR OF PRODUCT ENGINEERING
mobile: [phone]
email: [hidden email]
*www.hotwax.co <http://www.hotwax.co/>*


On Sat, Oct 19, 2019 at 4:33 PM Rajesh Mallah <[hidden email]>
wrote:

> Hi ,
>
> Here in India recovering payments is a  big task in itself and there
> can be gaps of even 30-90days. We need to see "things" in Accounts
> Receivable ,
> followup and then  payments come.
>
> Quotes i do not think impact AR.
>
> regds
> mallah.
>
>
>
>
>
>
> On Sat, Oct 19, 2019 at 12:01 PM Victor Hernandez <
> [hidden email]> wrote:
>
> > Hi Rajesh,
> >
> > It sounds to me like a quote, you might want to try them at
> > https://demo-stable.ofbiz.apache.org/ordermgr/control/EditQuote
> >
> > Kind regards
> >
> > On Fri, Oct 18, 2019 at 9:09 AM Rajesh Mallah <[hidden email]>
> > wrote:
> > >
> > > Hi ,
> > >
> > > I have a query about invoices.
> > >
> > > Here in India we present customer with a proforma invoice for asking
> > > payments.
> > >
> > > And after the payment is made by customer we give them the real invoice
> > > (Tax Invoice).
> > >
> > > My question is what is the ofbiz equivalent of Proforma Invoice?
> > >
> > > Also we need to keep track of all such invoices in the AR.
> > > I see that in AR  "Invoice Type" are "Sales Invoice" , "Purchase
> Return"
> > > and "Interest"
> > >
> > > Regards
> > > Rajesh Mallah.
> >
>

[Deepak Dixit-4]

You can enable setting for backorder items,
In this can you take orders for items that are not in stock.

http://ofbiz.135035.n4.nabble.com/How-to-Invoice-backordered-item-in-order-td3177195.html


Kind Regards,
Deepak Dixit
DIRECTOR OF PRODUCT ENGINEERING
mobile: [phone]
email: [hidden email]
*www.hotwax.co <http://www.hotwax.co/>*


On Sat, Oct 19, 2019 at 4:54 PM J <[hidden email]> wrote:

> Hello,
>
> I see a similar need for this.
>
> We sell product for an event.  The items are ordered/sold before the event.
>
> They are sold before the products have been received.   I need to
> presell them, so this means that we have no inventory.
>
> Is it possible to sell something to a client with no inventory?
>
> Tanks
>
> Joseph
>
>
>
> On 2019-10-18 10:09 a.m., Rajesh Mallah wrote:
> > Hi ,
> >
> > I have a query about invoices.
> >
> > Here in India we present customer with a proforma invoice for asking
> > payments.
> >
> > And after the payment is made by customer we give them the real invoice
> > (Tax Invoice).
> >
> > My question is what is the ofbiz equivalent of Proforma Invoice?
> >
> > Also we need to keep track of all such invoices in the AR.
> > I see that in AR  "Invoice Type" are "Sales Invoice" , "Purchase Return"
> > and "Interest"
> >
> > Regards
> > Rajesh Mallah.
> >
>

[Rajesh Mallah]

Thanks I think it may help.

Regds
mallah.

On Mon, Oct 21, 2019 at 12:20 PM Deepak Dixit <[hidden email]>
wrote:

> Hi Rajesh,
>
> Have you explored the Billing Account flow?
>
> https://demo-trunk.ofbiz.apache.org/accounting/control/EditBillingAccount?billingAccountId=9010
>
>
>
> Kind Regards,
> Deepak Dixit
> DIRECTOR OF PRODUCT ENGINEERING
> mobile: [phone]
> email: [hidden email]
> *www.hotwax.co <http://www.hotwax.co/>*
>
>
> On Sat, Oct 19, 2019 at 4:33 PM Rajesh Mallah <[hidden email]>
> wrote:
>
> > Hi ,
> >
> > Here in India recovering payments is a  big task in itself and there
> > can be gaps of even 30-90days. We need to see "things" in Accounts
> > Receivable ,
> > followup and then  payments come.
> >
> > Quotes i do not think impact AR.
> >
> > regds
> > mallah.
> >
> >
> >
> >
> >
> >
> > On Sat, Oct 19, 2019 at 12:01 PM Victor Hernandez <
> > [hidden email]> wrote:
> >
> > > Hi Rajesh,
> > >
> > > It sounds to me like a quote, you might want to try them at
> > > https://demo-stable.ofbiz.apache.org/ordermgr/control/EditQuote
> > >
> > > Kind regards
> > >
> > > On Fri, Oct 18, 2019 at 9:09 AM Rajesh Mallah <[hidden email]
> >
> > > wrote:
> > > >
> > > > Hi ,
> > > >
> > > > I have a query about invoices.
> > > >
> > > > Here in India we present customer with a proforma invoice for asking
> > > > payments.
> > > >
> > > > And after the payment is made by customer we give them the real
> invoice
> > > > (Tax Invoice).
> > > >
> > > > My question is what is the ofbiz equivalent of Proforma Invoice?
> > > >
> > > > Also we need to keep track of all such invoices in the AR.
> > > > I see that in AR  "Invoice Type" are "Sales Invoice" , "Purchase
> > Return"
> > > > and "Interest"
> > > >
> > > > Regards
> > > > Rajesh Mallah.
> > >
> >
>