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Proforma Invoice Management

Proforma Invoice List Page



  1. You can add new Proforma Invoice from here.
  2. These are the action buttons from where you can view,download,add payment,edit the proforma invoice.
  3. Once you will add the payment then $ sign will be removed as payment has already been addedd.

Add New Proforma Invoice



  1. You have to select for which module you want to create a proforma invoice for.
  2. You have to select the products.
  3. You can also add a note in proforma invoice.
  4. You can add terms and conditions.

Proforma Invoice Quick Actions

  1. You can edit the PI.
  2. You can directly convert a PI into invoice.
  3. You can send a PI directly over whatsapp.
  4. You can delete the PI.