Tutorial: How to create Proforma Invoices

Welcome to our comprehensive guide on “How to create Proforma Invoices”.

Step 1:

Click on the sales icon on the Homepage.

Step 2:

Now under ‘Quotations’, click on ‘Create Proforma Invoices’.  

Step 3:

In the given space, upload logo or text as per your requirement.

Step 4:

Click on ‘Enter customer’ and then fill in the required information and press enter.

Step 5:

Now go further down, click on ‘Enter product’ and fill in the required product information, upload your ‘Signature’ & click on ‘Save’.

Congratulations, you have successfully learnt how to create proforma invoices.

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