I can create a Proforma invoice

In this article, you'll learn how to create an advanced payment for your supplier using the Performer for your sale feature.

Step 1: Navigate to the sales page.

Note: The same action can also be performed from the purchase page.

Step 2: Click on the sale to open it.

Step 3: Click on the dollar icon at the top of the page.

Step 4: Notice that the performer and Performer template are already selected.

Step 5: Update your currency and volume. It'll default to the sales order you created.

Step 6: Once you're satisfied with the settings, click on Save.

Step 7: Review your billing entity details and customer details.

Step 8: Under invoice details, click on the pencil icon to update the due date. This is a mandatory field.

Step 9: Fill in additional information like your bank account information, etd, eta, and terms.

Step 10: Click on Save now.

Step 11: Scroll down to view the commodity details, including quantity and unit price.

Step 12: Your advance payment will be pre-filled based on what you entered during the sale recording.

Step 13: Specify the advance payment in currency instead of percentage, if desired.

Step 14: Select percentage. The balance to pay will be calculated as 20% of the total value.

Step 15: Once you're satisfied with the invoice, save it as a draft or explore other saving options like previewing or downloading the document.

Step 16: After saving, you'll receive an invoice number.

Step 17: Go to your invoices section to find the proforma you created.

Updated on: 11/03/2025