New

Published on:

September 19, 2023

By

Blog |

Biz with Swipe

|

Product FAQs

How to convert a pro forma to a sale on the web

How to convert a pro forma to a sale on the web

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: Convert into a sales invoice.

Now, select or Search for the Pro forma Invoice you would like to convert into a sale and click on the drop-down menu at the end of the invoice column.

Select the “Convert into Sale” option from the drop-down menu.

Step 3: Click on “Save”.

An invoice form appears with the details of the products and customer. Here, Review the details of the invoice and click on the “Save” option present at the bottom of the screen.

Congratulations! You have successfully converted a pro forma invoice into a sales invoice.

Templates

Sign Up for Free >

Featured Posts

Bulk Uploads on Swipe Billing App

How to Start a Nursery Business in India

How To Start a Mobile Shop Business in India

Types of Directors in Company Law

No Investment Business Ideas in India

How to generate a barcode for the product on Web

How to create an SMS campaign on the web

How to add an expense category on the web

Related Blog Posts

Biz with Swipe Product FAQs

How to download bank statements on the web

Biz with Swipe Product FAQs

How to add an image to a product on Web

How to Calculate VAT in UAE: Complete Guide for Businesses

Biz with Swipe Product FAQs

How to assign roles on the web

Biz with Swipe Product FAQs

How to add an additional charge on the Web.

Biz with Swipe Product FAQs

Understanding UPI Payments on Swipe