[A] Go to Transactions Module by clicking on “Transactions” module. On the transaction window, search for the transaction for which you want to create a Proforma Invoice.

[B] Select and open the particular transaction, then click on the “Create Document” button as displayed at the right side.

[C] In doing so, a small menu will slide in from the right side. Under this click on the “Proforma Invoice” button.

[D] A new Proforma Invoice filled with all the details of the order will open up. If there are changes required the same can be made. Now, click on the “Save Draft” to save it as a draft or “Save and Send” to save and send the Proforma Invoice. The Proforma Invoice will be visible on the transaction timeline.

Keywords: Create proforma, Make proforma, New proforma invoice, create PI