Read Aloud the Text Content

This audio was created by Woord's Text to Speech service by content creators from all around the world.

Text Content or SSML code:

Creating invoice, so now, we saw how the PO or Purchase Order is created. The work is done on the site. The Pre Installation Validation is also done on the site, now we have to request for the delivery of the products from the warehouse to the site. For that, the initial step will be creating an invoice on canvas. Only after creating the invoice on canvas, we will be able to request the shipment of the products from the warehouse to the site. Now Let’s see how the Proforma Invoice is created. Now for creating the proforma invoice, we require 100% funds in our wallet, for that, so you will be having an update that the material is reaching the warehouse and when do you want to plan the delivery of the material from the warehouse to the site, you will be informing the same to the designer, so that the designer can raise the payment request for the balance 50% payment and by the time you are planning to raise the shipment request, you will already have the funds collected in the wallet of the project. For example you know that the material will reach the warehouse by 30th of this month, so you will be informing the designer that on 30th the material will be received at the warehouse and maybe you are planning to raise the shipment request on the same day or maybe 2 days after that, so when you are raising the Pre Installation Validation request at the same time the designer will raise the payment request. So both of the tasks can be performed at the same time and by the time the material is reaching the warehouse you are ready to raise the shipment request. So list of all the items for which you will create the proforma invoice, you will be selecting them and then click on create invoice. So the invoice is created here, it can be saved in the files tab or it can be saved and shared with the client also. So if you click on save invoice, it will be saved in the files tab in canvas itself or you can click save and share so that the proforma invoice can be shared to the client also. So we usually click on the save invoice. And the invoice ID is now generated. This was the process of how Proforma Invoice is generated on canvas, hope this video was helpful.