New

By

on

September 14, 2023

Blog |

Biz with Swipe

|

Product FAQs

How to create a pro forma invoice on the web

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.

Step 2: Fill in the customer's details.

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.)

Step 3: Fill in the details of the products.

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.

Step 4: Fill in other required details

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

Step 5: Add your signature and click Save.

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

Sign Up for Free >

Featured Posts

How Swipe Made Our Quotation and Invoicing Process Hassle-Free

LinkedIn’s Top 10 Startups 2025 | Redefining SME Billing in India

VAT Registration Eligibility in the UAE

Payment Gateway & KYC verification on Swipe Billing

How to generate a payment link on web

How To Start a Mobile Shop Business in India

How to assign roles on the web

How The Randoms Studios Scaled Their Custom Apparel Business with Swipe

You might also like

GST Rate and HSN Code for Tobacco and Manufactured Tobacco Substitutes - Chapter 24

Discover the GST rates and HSN codes for tobacco products and substitutes under Chapter 24. Explore current tax rates, compensation cess, and recent notifications.

What is SIDBI - Full form, Functions and Objectives

SIDBI supports MSMEs in India by providing financial assistance, promoting entrepreneurship, and enhancing competitiveness for economic growth.

Audit Documentation for Private Limited Companies: A Complete Guide

Learn everything about audit documentation for private limited companies in India, including legal requirements, key components and best practices.

© 2026 Nextspeed Technologies. All rights reserved.

Join community.