- To create a new Pro Forma Invoice, Follow the below steps.
- Step: 1 Click on the Invoices menu and choose Pro Forma Invoices from the side menu.
- Step: 2 Now click on the New Pro Forma Invoices button.
- Step: 3 Fill in the details about the Pro Forma Invoice.
- Step: 4 Select a customer for the Pro Forma Invoice.
- Step: 5 Select products for the Pro Forma Invoice.
- Step: 6 Now click on the Save button.
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