How can I create a Proforma Invoice?

This guide explains how to use the Estimates functionality to create documents such as Proforma Invoices.

Create a custom document type

First, you need to create a custom document type to use for Estimates.

1. Go to Settings > Document types > Add.
2. Fill in the fields as shown in the image below.
3. Be sure to adjust the title to suit your needs (e.g. "Proforma Invoice" or "Proforma").

4. Optionally, set this as the default document type so that it is pre-selected whenever you create a new Estimate.
5. Click Save at the bottom of the page.

Create your first Proforma Invoice

1. From the main menu, select Estimates > Add.
2. Change the document type to Proforma invoice and fill in the required fields.
   If you're unsure how to complete the fields, refer to this article.
3. Once the Proforma invoice is issued, you can convert it into an invoice with just a few clicks.