How can I create a Proforma Invoice?

Proforma Invoice for Requesting an Advance Payment or Confirming Details Before the Sale, or in Any Case Where We Need to Send an initial document to the Customer Before Sending the Final Invoice.

To Create a Proforma Invoice:

1. From the main menu, go to the "Sales" section.

2. Select "Quotations and Proforma Invoices."

3. Click on the "Create" button.

4. Click on "template," then choose "Proforma Invoice."

5. Enter the details for the proforma invoice, such as:

   • Customer

   • Issue Date

   • Items (Products/Services)

   • Prices and Taxes

6. After entering the details, click on the "Save" button.

7.  

The proforma invoice will be saved, and you can return to it later to modify it, view it, or convert it into a final invoice or delivery note.