How to create Projects for Pro forma invoices on web?

[Isha]

To create Projects for Pro forma invoices on web, please follow below mentioned steps:

Step 1: Create the Project.

1.1 To create the Project please follow below mentioned article:

How to create projects in Web?

To create project, please follow the below mentioned steps, Step 1 - Kindly go to projects sections >> Click on create project. [image] Step 2 - Enter the project name >> Add description as per the requirement >> Then, click on create. [image]

1.2 If it’s an existing project, please choose it from the dropdown.

Step 2: Click on Pro Forma Invoices under Quotations and click on Select Project.

Step 3: Click on +Create Pro Forma invoice.

Step 4: Enter the necessary details and click on Save.