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Create and manage proformas

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

Written by Javier Gonzalez

💎 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. Click Proforms

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

  4. 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

    button

  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
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    ​

  2. Click the action you need to perform
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    ​

  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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