How to Create a Proforma Invoice

Follow the steps below to create a new Proforma Invoice:

🧭 Navigation Path

Go to:

Sales > Proforma Invoice > Create New Proforma Invoice

📝 Steps to Generate a Proforma Invoice

1. Open your dashboard
2. Navigate to the Sales section
3. Click on Proforma Invoice
4. Select Create New Proforma Invoice
5. Enter required details such as:

• Customer name
• Item/service details
• Quantity & rates

6. Review the information
7. Click Save / Generate

Your Proforma Invoice will now be created and ready to share or download.

Updated on: 01/12/2025