To create a pro forma invoice on the web please follow the steps mentioned below :
Step 1: Go to “Quotations” and select “Pro forma Invoices”.
First, go to “Quotations” on the left-hand side of the dashboard. After clicking on “Quotations”, A drop-down menu appears.
Select “Pro forma Invoices” from the drop-down menu.
Step 2: Fill in the customer’s details.
You can select existing customers from the drop-down list or add a new customer by typing in their details manually.
(And fill in the necessary details like due date, reference number, etc.)
Step 3: Fill in the details of the products.
You can select existing products from the drop-down list or add new products by typing in their details manually.
To add more products, click on ‘+ Add New Product’, which will add new item rows.
Also, Click on ‘+ Add to bill’ and add the rest of the product details like quantity, category, discount, etc.
Step 4: Fill in other required details
Add additional charges (if applicable) and create or edit notes, as well as terms and conditions.
Step 5: Add your signature and click Save.
Your pro forma invoice is ready, and you can share it via WhatsApp, SMS, or Email with your customer.
