[A] Click on the “Transactions” module and search for the Purchase Order you want to make a Proforma Invoice for and click on it.
[B] On the next page, you will see the transaction timeline. Click on the “Create Document” button.
[C] A menu slides in from the right side of the screen, click on “Proforma Invoice”.
[D] Fill in the requisite details for the Proforma Invoice. Some details based on the PO will be prefilled for you. After filling the details, scroll down to the bottom, add any comments and then click on “Save Draft” to save the document as a draft or “Save and Send” to create the document.
[E] After you click “Save and Send”, the Proforma Invoice will be visible on the Transaction Timeline.
Keywords: Punch proforma invoice (PI), Create Proforma Invoice (PI), Make Proforma Invoice (PI)