Proforma Invoice

How to Generate a Proforma Invoice in DT Shop

DT Shop provides two convenient ways to generate a Proforma Invoice:

Option 1: From The Wallet Section

1. Navigate to My Wallet.
2. Click on the Reporting page link. You’ll be taken to the Proforma Invoice tab

Option 2: From Reports Section

1. Navigate to Reporting page using the Navigation panel
2. Select the Proforma Invoice tab.

Step-by-Step: Selecting Payment Preferences

1. Choose the Payment Method you want to see the Proforma Invoice

• Select either Bank Transfer or Credit Card/PayPal.

2. If Bank Transfer is Selected

• Choose the Bank Account.
• Select the Payment Currency (can be different from your wallet currency, subject to FX conversion by your bank).

3. Enter Invoice Details

• Invoice Date (Default is today, but can be changed).
• Purchase Order Number (Optional for internal reference).
• Internal Notes (Optional for additional details).

4. Review and Confirm

• Verify all entered details, including the bank account, payment currency, and any internal notes.
• Click Get Invoice.
• Download the invoice and submit your payment for execution.

Important Note

• The list of DT One bank accounts available in DT Shop is dynamically updated based on your contracting entity that can be obtained in Terms and Conditions.
• If there is any change in your contracting entity, the available bank accounts in DT Shop will be updated automatically.