Link to the article: https://intercom.help/tranzact-ebbdf0244a30/en/articles/3368045-where-can-i-find-a-proforma-invoice-in-tranzact

[A] In order to find a Proforma Invoice, log into Tranzact and click on the All Documents Module in the left-hand panel.

[B] In it, click on the "Documents" button in the top right corner of the screen. A drop-down list will be shown.

[C] In the drop-down list, click on Invoices and in it, click on Proforma Invoice.

[D] After clicking on it, a new page showing the details of all Proforma Invoice documents will be shown.

[E] In it, you can sort the Invoices depending on whether they were sent, received or draft by clicking on "Type"(1). You can also set "Filter"(2) as all or cancelled. You can search for a particular proforma invoice by its number, counter-party etc. in the search bars(3).

[F]You can then click on the Proforma Number of the desired Proforma Invoice to open the document.

Keywords: Find Proforma Invoice, Search Proforma Invoice(PI)


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