7 months ago
Proforma Invoice
A proforma invoice is an estimated invoice that is used to request payment from the buyer for goods or services before they are supplied.
The quotations can be converted to proforma invoices.
Select ‘Convert to proforma invoice’ from the action dropdown button on the list quotation page.
The proforma invoices will be added to the ‘list drafts’ screen. You can convert them later into actual invoices.