[A] In case you want to create a Proforma Invoice in a transaction, go to the Transactions Module. In it, select the transaction for which you want to create a PI. The Transaction Timeline of the selected transaction will be shown.
[B] In it, click on the Create Document button.
[C] A menu slides in from the right edge of the screen. In that menu, click on the Proforma Invoice to create a PI.
[D] Fill in the required details. Scroll down and click "Save Draft" or "Save and Send". The Proforma Invoice is created and will be visible on the transaction timeline.
Keywords: Make Proforma Invoice, Create Proforma Invoice, Generate Proforma, Create PI