--- title: Proforma Invoices | Documentation description: Learn how to generate Proforma/Draft Invoices for your B2B/B2C sales will auto-filled billing details and particulars with ready-to-share Email and PDFs. --- # Proforma Invoices Learn how to generate Proforma/Draft Invoices for your B2B/B2C sales will auto-filled billing details and particulars with ready-to-share Email and PDFs. You can easily generate Proforma/Draft Invoices for your B2B/B2C sales will auto-filled billing details and particulars with ready-to-share Email and PDFs. To view your Proforma Invoice(s) for a Trip, visit the `Accounting > Invoices Tab` from the Trip's Detailed page. ![Image showing Proforma Invoices Tab on Trip's Details Page](https://sembark.com/assets/images/uploads/release-1-142-trip-details-invoice-page.jpg) ## Create Proforma Invoice To create a Proforma Invoice for a Trip, visit the `Accounting > Invoices Tab` from its detailed page. ![Image showing action button to create invoice](https://sembark.com/assets/images/uploads/release-1-142-create-invoice-cta.jpg) This will initiate the invoice creation flow. ### Billing Addresses In the top header section of creation flow, you will see seller's (your) and buyer's (B2C/B2B) billing addresses along with billing details. **Seller (Your) Billing Details** Invoices will automatically use the **Destination-wise** billing addresses from your Oganization's Settings page. To update any info in your billing details, please update them in from `Organization > Settings` from the **Billing Addresses** section. [Checkout the product documentation](https://sembark.com/travel-software/docs/contact-and-billing-addresses.md) for more details. ::: note Destination-wise and Primary Addresses Invoices will use destination-wise billing address and fallback to your primary billing address if not specified. When updating your billing address details, please make sure you are updating the correct address. ::: **Buyer (B2B/B2C) Billing Details** Software will automatically pick the billing details from the B2B (Trip Sources) and B2C (Guests) if you have updated the same in source details. You can also update the buyer's billing details directly from the Invoice creation/updation flow. ### Place of Supply In most of the cases, place of supply will determine the type of taxation applicable in your sales. The place of supply should be according to the provided services and your accounting rules. Please consult with your accounts team and government rules to ensure proper `place of supply` is selected for your sales. ### Particulars All services and their taxation details must be provided with a proper description of every item. Using the taxation details from the quotation, system will auto-fill the particulars and taxation details. You **MUST verify and ensure** that these details are as per your accounting and government rules. ::: caution Liability and Correctness Software will help in auto-filling the details of particulars and taxation but these details might be incorrect or may not follow local accounting or government rules. Hence, these details MUST be verified and corrected by the Invoice issuer before issuing any invoice. ::: ### Terms and Special Notes You can also include (optional) any special notes and terms applicable for a particular invoice. ### Payment Details Proforma Invoices will automatically use the bank accounts details from your Organization's setting page. You should add bank account details if you want the software to automatically include these details in generated invoices. [Checkout the Bank Accounts documentation](https://sembark.com/travel-software/docs/bank-accounts.md) for more details. ## Sharing Invoice You can share invoices via Email or you can download the PDF which is automatically generated for all your invoices. To share the Invoice via Email, click on **Copy** icon which will copy the Invoice as Email. Simply paste the content in your Email composer and it is ready to be shared. ![Image showing toolbar actions on an Invoice](https://sembark.com/assets/images/uploads/release-1-142-share-invoice-toolbar.jpg) You can also download the Invoice as PDF and share a copy as per your requirements. ## Update Proforma Invoice You can update the details of a Proforma Invoice in the same way you create an Invoice. To update, visit the Invoice's detailed page and click on **Edit** icon, right next to the Copy button. ## Docs Navigation Current page: [Proforma Invoices](https://sembark.com/travel-software/docs/proforma-invoices.md) ### Getting Started * [Getting Started with Sembark](https://sembark.com/travel-software/docs/getting-started.md) * [Login into Sembark](https://sembark.com/travel-software/docs/login.md) * [Reset Password](https://sembark.com/travel-software/docs/reset-password.md) * [Passwordless Login with Passkeys](https://sembark.com/travel-software/docs/passwordless-login.md) * [Two-Factor Authentication](https://sembark.com/travel-software/docs/two-factor-authentication.md) * [Account Security and Password Policies](https://sembark.com/travel-software/docs/account-security.md) * [Dashboard, Notifications and Global Search](https://sembark.com/travel-software/docs/dashboard-and-notifications.md) ### Queries * [Queries](https://sembark.com/travel-software/docs/queries-overview.md) * [Add New Query](https://sembark.com/travel-software/docs/add-a-query.md) * [Query Details](https://sembark.com/travel-software/docs/query-details.md) * [Follow-ups and Tags on queries](https://sembark.com/travel-software/docs/query-followups.md) * [Conversion](https://sembark.com/travel-software/docs/query-conversion.md) * [Query Cancellation](https://sembark.com/travel-software/docs/query-cancellation.md) * [Trip Plan Requests (Integrated Leads)](https://sembark.com/travel-software/docs/trip-plan-requests.md) * [Tasks and Comments](https://sembark.com/travel-software/docs/tasks-and-comments.md) * [Guests and Tourist Management](https://sembark.com/travel-software/docs/guests-and-tourists.md) * [Trip Holding, Locking and Data Archival](https://sembark.com/travel-software/docs/trip-holding-and-locking.md) ### Quotes * [Quotes](https://sembark.com/travel-software/docs/quotes-overview.md) * [Create New Quote](https://sembark.com/travel-software/docs/create-quote.md) * [Share Quote](https://sembark.com/travel-software/docs/share-quote.md) * [Update Quote](https://sembark.com/travel-software/docs/update-quote.md) * [Quote Pricing, Markup and Taxes](https://sembark.com/travel-software/docs/quote-pricing.md) * [Multi-Option (Multi-Category) Quotes](https://sembark.com/travel-software/docs/multi-option-quotes.md) * [Flights in Quotes](https://sembark.com/travel-software/docs/flights.md) * [Quote PDF and Email Template Customization](https://sembark.com/travel-software/docs/quote-templates.md) * [Quote Suggestions and Reusing Quotes](https://sembark.com/travel-software/docs/quote-suggestions.md) ### Hotel Bookings * [Hotel Bookings](https://sembark.com/travel-software/docs/hotel-bookings-overview.md) * [Update Status of a Hotel booking](https://sembark.com/travel-software/docs/hotel-booking-update-status.md) * [Hotel Booking Vouchers](https://sembark.com/travel-software/docs/hotel-booking-vouchers.md) * [Hotel Booking Enquiry Emails and WhatsApp](https://sembark.com/travel-software/docs/hotel-booking-enquiries.md) * [Hotel Changes, Replacements and Drops](https://sembark.com/travel-software/docs/hotel-booking-changes.md) * [Self-Booked Accommodation Details](https://sembark.com/travel-software/docs/self-booked-accommodations.md) * [Hotel Check-Ins and Check-Outs](https://sembark.com/travel-software/docs/hotel-check-ins-and-outs.md) ### Tour Operations * [Cab Schedules](https://sembark.com/travel-software/docs/cab-schedules-overview.md) * [Assign Service Provider for Cab Schedules](https://sembark.com/travel-software/docs/cab-schedule-assign-service-providers.md) * [Operational Bookings and Tour Operations Calendar](https://sembark.com/travel-software/docs/operational-bookings.md) * [Share Transfer and Activity Details](https://sembark.com/travel-software/docs/share-operational-services.md) * [Trip Vouchers](https://sembark.com/travel-software/docs/trip-vouchers.md) * [Activity and Ticket Bookings](https://sembark.com/travel-software/docs/activity-bookings.md) * [Travel Activity Vouchers](https://sembark.com/travel-software/docs/activity-vouchers.md) ### Accounting * [Accounting](https://sembark.com/travel-software/docs/accounting-overview.md) * [Create New Account](https://sembark.com/travel-software/docs/create-accounting-account.md) * [Proforma Invoices](https://sembark.com/travel-software/docs/proforma-invoices.md) * [Incoming Payments and Instalments](https://sembark.com/travel-software/docs/incoming-payments.md) * [Payment Gateway — Automated Collections with Payments by Sembark](https://sembark.com/travel-software/docs/payment-gateway.md) * [Outgoing Payments to Suppliers](https://sembark.com/travel-software/docs/outgoing-payments.md) * [Payment Receipts](https://sembark.com/travel-software/docs/payment-receipts.md) * [Supplier and Customer Payment Preferences](https://sembark.com/travel-software/docs/payment-preferences.md) * [Accounting Ledgers, Downloads and Account Tools](https://sembark.com/travel-software/docs/accounting-ledgers-and-downloads.md) ### Organization Settings * [Contact and Billing Addresses](https://sembark.com/travel-software/docs/contact-and-billing-addresses.md) * [Bank Accounts](https://sembark.com/travel-software/docs/bank-accounts.md) * [Multi-Branding](https://sembark.com/travel-software/docs/multi-branding.md) * [Users, Roles and Teams](https://sembark.com/travel-software/docs/users-and-teams.md) * [Lead Integrations](https://sembark.com/travel-software/docs/integrations.md) * [Terms and Conditions Management](https://sembark.com/travel-software/docs/terms-and-conditions.md) * [Currencies, Exchange Rates and Tax Types](https://sembark.com/travel-software/docs/currencies-and-taxes.md) * [Notify — Automated Customer Communication](https://sembark.com/travel-software/docs/notify-automated-communication.md) ### Master Data * [Trip Destinations](https://sembark.com/travel-software/docs/trip-destinations.md) * [Hotels Master Data](https://sembark.com/travel-software/docs/hotels-master-data.md) * [Transport Services and Cab Types](https://sembark.com/travel-software/docs/transport-services-master-data.md) * [Travel Activities and Tickets](https://sembark.com/travel-software/docs/travel-activities-master-data.md) * [Unified Suppliers Management](https://sembark.com/travel-software/docs/suppliers.md) * [Supplier Rates, Seasons and Contract Uploads](https://sembark.com/travel-software/docs/rates-and-seasons.md) * [Trip Sources (B2B Agents and Channels)](https://sembark.com/travel-software/docs/trip-sources.md) * [Itineraries (Day-Wise Templates)](https://sembark.com/travel-software/docs/itineraries.md) ### Reports * [Sales and Lead Reports](https://sembark.com/travel-software/docs/sales-reports.md) * [Profit, Check-In and Checkout Reports](https://sembark.com/travel-software/docs/profit-and-checkout-reports.md) * [Operational and Hotel Reports](https://sembark.com/travel-software/docs/operational-reports.md) ### Troubleshooting * [Network Error](https://sembark.com/travel-software/docs/network-error.md) * [Software Updates, Sessions and Timezone Issues](https://sembark.com/travel-software/docs/software-updates-and-sessions.md)