How do I send a Proforma Invoice?

To create a pro forma invoice for an entity on eProcessify Invoices, you can follow these steps:

Step 1: In the top panel, click the plus button on the top right.

Step 2: From the options that appear, select "New Invoice." Next, select the entity you wish to generate the invoice for and choose the customer.

Step 3: Now, the invoice will be displayed. Review the customer details, select the line item, and enter the cost and quantity. If you need to add more line items, click the "Add Line Item" button.

Step 4: After filling up all the necessary details, click the "Save Invoice" button to save the invoice.

Step 5: Once the draft is created, click the "Send Proforma Invoice" option to send the invoice to the customer.

And this is how you can ''Proforma Invoice' to your customer.