> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.invoicera.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Billing-How To Create Performa Invoice :-(New Design)

###### Step 1. Log in to the Invoicera application using your valid credentials.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_gwvc5m.png)

###### Step 2. From the left-hand side menu, click on the "Proforma Invoice" module.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_101oo1q.png)

###### Step 3. On the Proforma Invoice screen, click the "Create Proforma Invoice" button.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1tf9wzt.png)

###### Step 4. Fill in all the required fields, including:

**Client**

**Products/Services**

**Unit Cost**

**Quantity**

**Applicable Taxes**

**Discounts**

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_15cbijq.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_wwvmdc.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_8m6l6d.png)

###### Step 5. Customize the invoice further by modifying settings such as:

**Invoice Customized style sheet **

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_jsmtxf.png)

**Late Fee Charges**

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_6a59gq.png)

**Invoice Attachments**

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_9lqste.png)

**Online Payment Options**

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1cdk4ov.png)

**Miscellaneous Settings**

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_7b6c8t.png)

###### 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.**

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1iiem2y.png)

###### Step 7. After saving or sending, a preview of the Proforma Invoice will be displayed for your confirmation.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_16yelzg.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_j1xwsj.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1uhdjbf.png)