> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.refrens.com/sitemap.xml
> Use this file to discover available pages before exploring further.
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# 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.