Convert a Proforma Invoice to a Tax Invoice
Last updated
Was this helpful?
Last updated
Was this helpful?
To convert the invoice of an entity from pro forma to a tax invoice, follow these steps:
Step 1: On the navigation panel, select the "Invoice" option. This will display a list of invoices.
Step 2: Choose the pro forma invoice you want to convert to a tax invoice and click on the "More Actions" button located on the right side.
Step 3: After clicking on "More Actions," select "Convert to Tax Invoice" from the options that are displayed.
Additional Step You can also convert the pro forma invoice to a tax invoice through your payment page.
Step 1: Choose the pro forma invoice that you want to convert into a tax invoice, then proceed by clicking 'add payment'.
Step 2: Afterwards, enter the payment details according to your specifications, then select the 'Send Tax Invoice' checkbox to convert the pro forma invoice into a tax invoice and save it.
And this is how you can convert a pro forma invoice into a tax invoice on eProcessify.