September 14, 2023

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. 

select proforma invoices

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.)

fill in the customer details

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.

fill in the product details

Step 4: Fill in other required details 

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

add an additional chargei

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.

save your proforma invoice