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).

option 3 Review and Confirm

1. Verify all entered details, including the bank account, payment currency, and any internal notes.
2. Click Get Invoice.
3. 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.