How to Edit 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. click on 3dots option and than click on edit link .

Step 4. Make the necessary changes or modifications .

Step 5. After modification click on either save button or send by mail button.

Step 6. Performa invoice is successfully send and updated.

Updated on: 27/05/2025