Step 1:To create an proforma invoice, please go to the home page >> Click on proforma invoice option.
Step 2 : Add customer
To add a new customer please check the steps from the link below.
To add an existing customer click on add customer >> Search the name of the customer >> select the customer.
Step 3: Add products
To know how to add a new product please click on the link below.
To add an existing product click on add product >> Search the product >> Add the product quantity >> Click on continue.
Step 4: Add discount and other details to the product
To add the details please click on edit option on the product >> edit/add the required details >> click on continue.
Step 5: Add custom fields
You can add custom document headers to mention the additional details on the proforma invoice.
To add custom fields Click on Add / Edit option in front of the custom header >> Add the required custom field >> Add the details in the custom fields.
Step 6: Select the bank details
To add the bank details you can check steps from the link below.
To select the existing bank Go to bank option >> click on change >> Select the bank.
Step 7: Add signature
To add a new signature you can check the steps from the link below.
To add an existing signature Click on Select signature >> select the added signature.
Step 8: Add the References, notes and terms.
Click on References to add the invoice references like E-way bill number, sales person number etc.
To add notes into your invoice click on Notes >> Add the notes >> Click on save.
To add the terms and condition on the invoice Click on Add terms option >> add the terms >> Click on save button.
Step 9: Add additional charges
If the additional charges are applicable on the invoice you can click on Additional charges >> Add the applicable charges.
After adding the applicable charges to add the amount please click on the charges name >> Add the amount.
Step 10: Click on Create.
