How to create a pro forma invoice 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.

You can select existing customers from the drop-down list or add a new customer by typing in their details manually.

(And fill in the necessary details like due date, reference number, etc.)

You can select existing products from the drop-down list or add new products by typing in their details manually.

To add more products, click on ‘+ Add New Product’, which will add new item rows.

Also, Click on ‘+ Add to bill’ and add the rest of the product details like quantity, category, discount, etc.

Add additional charges (if applicable) and create or edit notes, as well as terms and conditions.

Your pro forma invoice is ready, and you can share it via WhatsApp, SMS, or Email with your customer.