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Create and issue a proforma invoice

Prepare a pre-sale proforma, issue it, and print or download PDF.

4 min read

A proforma invoice is like a quotation without a validity date — useful as a pre-sale invoice. Issue counts toward the same documents (combined) monthly quota.

Steps

  1. Open Proforma invoices, then New Proforma Invoice.
  2. Enter Bill to (or Load party), line items, GST, additional charges, delivery period, payment term, and Incoterm as needed.
  3. Save with Create draft (or the save label shown on the form).
  4. Use Print preview, then Issue when ready.