Proforma Invoices

Create proforma (preliminary) invoices before issuing final GST invoices.

Creating a Proforma Invoice

1. Go to Finance > Billing > Proforma Invoices
2. Click + New Invoice
3. Select the customer
4. Add line items with description, quantity, and rate
5. Review taxes and total
6. Click Create

Converting to GST Invoice

Once confirmed, click Convert to GST Invoice to generate the final tax invoice.