You can issue a proforma invoice in two ways:
1. Creating a proforma invoice from scratch
Step 1: Create an invoice for your client:
Step 2: Click Edit:
Step 3: Change the invoice type to Proforma Invoice:
Step 4: Make sure the client provided all required information:
Required:
-
Full name or company name
-
Street and number
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Postal code
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City
-
Country
Optional:
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Extra description
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Client’s email
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Client’s phone number
-
VAT ID
Step 5: Review the invoice and click Save:
Step 6: Click Export -> Download PDF and send the invoice to your client:
2. Creating a proforma invoice based on another one from the same client
Step 1: Go to Invoices and click Open:
Step 2: Navigate to Income and then click on Proforma Invoices:
Step 3: Select a previous proforma invoice for your client:
Step 4: Click More options -> Add similar -> The same client:
Step 5: Make sure all client and order details are correct:
Required:
-
Full name or company name
-
Street and number
-
Postal code
-
City
-
Country
Optional:
-
Extra description
-
Client’s email
-
Client’s phone number
-
VAT ID
Step 6: Review everything and click Save:
Step 7: Click Export -> Download PDF and send it to your client:
This easy and efficient method allows you to create, manage, and send proforma invoices to your clients. If you need to issue a correcting invoice, change the document number, or switch the invoice currency, check the related articles: Issuing a correcting invoice, Changing the invoice number, and Changing the invoice currency.