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🟦 Proforma Invoice

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Written by Lassi kähkönen
Updated this week

How to Create and Convert Proforma Invoices in Eemel.com

✅ Activating the Proforma Invoice Feature

  1. Go to Settings.

  2. Open Enabled Features.

  3. Find and check Enable Proforma Invoice Creation.

  4. If the feature doesn’t activate immediately, log out and log back in.

🧾 Creating a Proforma Invoice

  1. Navigate to Sales.

  2. Select Proformas.

  3. Click New Proforma Invoice.

  4. Fill in the necessary invoice details.

  5. Send the proforma invoice to your customer or include it with shipped goods.

💳 Converting a Proforma into a Standard Invoice

  1. Go to Sales → Proformas.

  2. Find the relevant proforma.

  3. Click Invoice Proforma.

For questions, use the chat window or contact:
📧 Support@eemel.com

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