I can generate a pro forma invoice from a sale

Creation Date: Jun 06, 2024

Created By: Akhil Vanjani

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1. Go to the 'Sales' page and click on the sale

2. Click on the '$' icon on the top right

3. Check the settings and click on 'Save'

Here you can select the template, update unit, currency, etc

4. Advance payment will be prefilled from the sales form's 'Advance payment' field. You can also specify advance in percentage or in amount

5. Set the due date and click on 'Save as draft'

6. Alternatively, you can click on the down arrow and preview or download the invoice

7. You can view a list of invoices by accessing the 'Invoice' tab on the 'Invoice' page

Updated on: 18/07/2024