# How to create Proforma invoice in mobile?

**URL:** <https://community.getswipe.in/t/how-to-create-proforma-invoice-in-mobile/1360>\
**Category:** Android\
**Created:** [February 13, 2025, 10:50am UTC](https://community.getswipe.in/t/how-to-create-proforma-invoice-in-mobile/1360 "2025-02-13T10:50:42Z")\
**Posts on this page:** 1\
**Page:** 1

<div class="post-metadata">

**Author:** ![Geetha\_N](https://yyz1.discourse-cdn.com/flex003/user_avatar/community.getswipe.in/geetha_n/32/39_2.png) [@Geetha\_N](https://community.getswipe.in/u/Geetha_N)\
**Post date:** [February 13, 2025, 10:50am UTC](https://community.getswipe.in/t/how-to-create-proforma-invoice-in-mobile/1360/1 "2025-02-13T10:50:42Z")

</div>

**Step 1:To create an proforma invoice, please go to the home page \>\> Click on proforma invoice option.**

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/7/71292083c0481ab0a80497e1505893998bb22df2.png)

**Step 2** : **Add customer**  
To add a new customer please check the steps from the link below.

> [@How to add a new customer in mobile?](https://community.getswipe.in/t/how-to-add-a-new-customer-in-mobile/1178):
>
> To add a new customer, follow the below mentioned steps Go to Parties \>\> Add a new customer i.e (+New Customer) Kindly add required information of the customer. Fill in the customer name(mandatory field) Phone and email(if required) If you desire to add company details of the customer \>\> Add GSTIN \>\> click on fetch details to fetch the company name and billing address (you can also enter the billing and shipping details manually if desired) To add Billing address, click …

To add an existing customer click on add customer \>\> Search the name of the customer \>\> select the customer.

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/e/e3603804151358661e176f2c7fc9bad7863d085b.jpeg)

**Step 3:**  **Add products**  
To know how to add a new product please click on the link below.

> [@How to Add a New Product in Mobile App?](https://community.getswipe.in/t/how-to-add-a-new-product-in-mobile-app/1193):
>
> To Add a new product in Mobile, Please Follow the Below Mentioned Steps Step1: Kindly Click on Products Step2 : Click on (+New product) Step3: Enter the Product Details Product Name – Enter the Product Name (Mandatory) Selling Price – Enter the selling price of the product Tax % - If your company having GST Number then You will be able to add the Tax percentage to the Product. (Mandatory) Purchase Price – Please Enter the purchase price this will help you in tracking y…

To add an existing product click on add product \>\> Search the product \>\> Add the product quantity \>\> Click on continue.

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/c/c7f389b60360ee91895ac0204dcba8f50a1d6258.jpeg)

**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.

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/c/ca1a3cfe9653474c12af55d7bd315de6fc25abc8.jpeg)

**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.

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/6/6b9ff39b0911e113f039afa172a6f2994fc04b85.jpeg)

**Step 6:**  **Select the bank details**  
To add the bank details you can check steps from the link below.

> [@How to Add bank details on Andriod](https://community.getswipe.in/t/how-to-add-bank-details-on-andriod/510):
>
> If you are looking to add bank details in the mobile application, then follow the steps given below: Click on More \>\> Click on Bank \>\> Click on Add New Bank Details \>\> Add details and Add New Bank.

To select the existing bank Go to bank option \>\> click on change \>\> Select the bank.

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/f/fc17ff222d8adf595b79c779003b18ecb859f408.jpeg)

**Step 7:**  **Add signature**  
To add a new signature you can check the steps from the link below.

> [@How to add a new signature on Android](https://community.getswipe.in/t/how-to-add-a-new-signature-on-android/40):
>
> Step 1: Go to “More”. Choose the “Signature” option from the menu. ‍ [[add your signature]](https://swipe-3fe913211721.intercom-attachments-1.com/i/o/854937639/fb09b6bfd807c82d68481748/652791aad9f36cd044118975_67.png) ‍ Step 2: Add a new signature. Click on the “+Add New Signature” option present at the bottom of the screen. A new page appears. Here, enter the signature name and upload the signature image. Note: You can always edit the signature later. ‍ [[upload your signature]](https://swipe-3fe913211721.intercom-attachments-1.com/i/o/854937644/1aa1cf6412511da62760037c/652791c400216656b19163ae_68.png) ‍ Step 3: Click on “Add Signature”. Click on the “Add Signature” option present at the bottom of the screen. Congratulations! You have…

To add an existing signature Click on Select signature \>\> select the added signature.

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/7/7c83e9892b6261f0ad72c339a64256cfc92e5532.jpeg)

**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.

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/6/60bcb0db69401709a21d6c8fe4beb0433de9a164.jpeg)

**Step 9: Add additional charges**  
If the additional charges are applicable on the invoice you can click on Additional charges \>\> Add the applicable charges.

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/2/272afc0bf9d3e5032e10dc8c23390b804242281d.jpeg)

After adding the applicable charges to add the amount please click on the charges name \>\> Add the amount.

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/0/0379d7f3211b490cbccebaadeda85ef1354e4b26.jpeg)

**Step 10: Click on Create.**

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/0/03ac17780c7670f8b92229384ab8c9dbd317f5a4.jpeg)