I can generate a pro forma invoice from a sale
Creation Date: Jun 06, 2024
Created By: Akhil Vanjani
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Here you can select the template, update unit, currency, etc
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Created By: Akhil Vanjani
View most recent version
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1. Go to the 'Sales' page and click on the sale
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2. Click on the '$' icon on the top right
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3. Check the settings and click on 'Save'
Here you can select the template, update unit, currency, etc
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4. Advance payment will be prefilled from the sales form's 'Advance payment' field. You can also specify advance in percentage or in amount
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5. Set the due date and click on 'Save as draft'
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6. Alternatively, you can click on the down arrow and preview or download the invoice
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7. You can view a list of invoices by accessing the 'Invoice' tab on the 'Invoice' page
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Updated on: 18/07/2024
Thank you!