Step 1: Go to “Create” section.
Click on “Proforma Invoice” under Create section
Step 2: Fill in the customer’s details.
Click on the “Select Customer” option
Now, select or search for the customer you want to create the pro forma invoice.
You can also create a new customer profile by clicking on the “add customer” button.
Step 3: Fill in the product details.
Click on the “Add Products” option and select or search for the product you would like to add. Now click on “+” to add the quantity of the product.
or click on “+ Add New Product" at the top of the screen and type in their details manually.
Step 4: Fill in the other required details.
If applicable, add additional delivery or packaging charges. You can also create or edit the notes as well as the terms and conditions.
Step 5: Click on “create”.
Now, add your signature and click on the “Create” option present at the bottom of the screen.
Congratulations! Your pro forma invoice is ready, and you can share it via WhatsApp, SMS, or email with your customer by clicking on “Send Bill” at the bottom of the page.
