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Create and manage proformas
Create and manage proformas

Learn how to create your pro forma invoices and convert them to other documents.

Camilla avatar
Written by Camilla
Updated over a week ago

💎 Activate this functionality for free from the Gems section in the Hold Store .

A proforma invoice is an provisional invoice or a draft that has no accounting effect. It is usually used for information so that the client is clear about all the details before generating the sales invoice.

Create a proforma

  1. Opens Sales from the navigation bar

  2. Press the blue + button or the N key to create a new quote

  3. Follow the steps explained in this article .

Converting a proforma to other documents

  1. From the listing, select your proforma

  2. From its detailed view, click the Convert


  3. Select the option you need

Edit, duplicate, or delete a proforma

  1. From the listing , click the three-dot (⋮) menu to the right of the proforma

  2. Click the action you need to perform

  3. Confirm the action

Export the list of your forms

  1. Click download icon located at the top right of your screen

  2. Select the export option that suits you best

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