# How to create Proforma Invoice in Web?

**URL:** <https://community.getswipe.in/t/how-to-create-proforma-invoice-in-web/3698>\
**Category:** General\
**Created:** [July 14, 2025, 12:25pm UTC](https://community.getswipe.in/t/how-to-create-proforma-invoice-in-web/3698 "2025-07-14T12:25:45Z")\
**Posts on this page:** 1\
**Page:** 1

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**Author:** ![Krishnavenib](https://yyz1.discourse-cdn.com/flex003/user_avatar/community.getswipe.in/krishnavenib/32/11555_2.png) [@Krishnavenib](https://community.getswipe.in/u/Krishnavenib)\
**Post date:** [July 14, 2025, 12:25pm UTC](https://community.getswipe.in/t/how-to-create-proforma-invoice-in-web/3698/1 "2025-07-14T12:25:45Z")

</div>

To create Proforma invoice, please follow the steps mentioned below.

Step - 1 : Go to **Proforma invoices under Quotations** and click on **+Create Proforma Invoice.**

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/7/793e76efc79fb594ba2f16c6eaf7098ce7b6955b.png)

Step - 2 : Select **Customer** and add **products** and click on **Save.**

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/2/22f96b656ff067b0987c6ff1e9a3ddcb206ed42c.png)