I can generate a proforma invoice
Generating and Editing the Invoice
Step 1: Navigate to the sales module on the sales page.
Step 2: Choose the sale to work on.
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Step 3: Click on Generate an Invoice.
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Step 4: Select the template.
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Step 5: Choose the volume units and currency. After making the selection, click on Save.
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Step 6: Notice that the advance payment section auto-fills with the information from the sales creation.
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Step 7: Edit the advance payment if necessary.
Step 8: You can specify advance in percentage or in amount.
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Step 9: Select the due date.
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Step 10: Save the Proforma invoice as a draft, preview it, or download it.
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Visualizing the Proforma Invoice
Step 1: Once the invoice is saved, navigate to the invoice and payables model.
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Step 2: Go to the invoices page and then to the invoices tab.
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Step 3: From here, the created pro forma invoice will be displayed.
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Updated on: 17/09/2024
Thank you!