How to create a proforma invoice online
Generate pre-sales proforma invoices for order confirmation, procurement approvals, and advance payment requests.
- 1.
Add proforma details
Enter seller, buyer, proforma number, issue date, valid-until date, and reference details.
- 2.
Add proposed items
Fill item descriptions, quantity, rate, tax, discount, notes, and terms.
- 3.
Download the PDF
Review that it is a pre-sales document, then export the proforma invoice PDF.