💎 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
Converting a proforma to other documents
From the listing, select your proforma
From its detailed view, click the Convert
Select the option you need
Edit, duplicate, or delete a proforma
From the listing , click the three-dot (⋮) menu to the right of the proforma
Click the action you need to perform
Confirm the action
Export the list of your forms
Click download icon located at the top right of your screen
Select the export option that suits you best