Billing-How To Create Performa Invoice :-(New Design)
Step 1. Log in to the Invoicera application using your valid credentials.
Step 2. From the left-hand side menu, click on the "Proforma Invoice" module.
Step 3. On the Proforma Invoice screen, click the "Create Proforma Invoice" button.
Step 4. Fill in all the required fields, including:
Client
Products/Services
Unit Cost
Quantity
Applicable Taxes
Discounts
Step 5. Customize the invoice further by modifying settings such as:
Invoice Customized style sheet
Late Fee Charges
Invoice Attachments
Online Payment Options
Miscellaneous Settings
Step 6. Once the details are entered:
Click "Send by Mail" to send the invoice to the client immediately,
Or click "Save as Draft" to save it for later editing or review.
Step 7. After saving or sending, a preview of the Proforma Invoice will be displayed for your confirmation.
Updated on: 20/05/2025
Thank you!