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How to create a proforma invoice?

Sales

How to create a proforma invoice?

Last updated on 24 Jan, 2026

Go to the Sales -> Documents and click on the "Create a New Document" button.

Select "Proforma Invoice" as the document type. 

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Data entry is similar to creating a new sales invoice.

From proforma invoice it is possible to create a new sales invoice. These options are located at the bottom of the form.

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"Save as Draft" option will create a new invoice. You can offset such invoice later by clicking on the "Add a Payment" button and going to the "Use Prepayment" tab. 

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"Post/Use Prepayment" option will create, post and offset the invoice in one click.

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