> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.julesai.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # I can create a Proforma invoice ${frame}[Generating Proforma Invoice](https://julesai.clueso.io/embed/22a8992b-cddc-469d-b588-85a25f30f2a3) 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. ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/98bcad79-7e15-4549-9ec7-a90b91cb7def.png) Note: The same action can also be performed from the purchase page. ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/8ae1f122-886a-47f0-9fdd-9bc0787a7730.png) **Step 2:** Click on the sale to open it. ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/97be840b-7839-483c-b2f0-28306f1b32e1.png) ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/f4a7952e-712a-4432-a6da-ceca373d9d1e.png) **Step 3:** Click on the **dollar icon** at the top of the page. ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/f7a50bc5-2f53-4eb5-9bf2-9de075474f4f.png) **Step 4:** Notice that the performer and Performer template are already selected. ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/987e7efc-b81a-4e7e-9fc2-d965191a6bdf.png) ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/2e8d33c8-867f-44eb-9781-9d9f29a62a6a.png) **Step 5:** Update your currency and volume. It'll default to the sales order you created. ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/5cb6c93e-3be8-44c4-8ad2-4e871513845e.png) **Step 6:** Once you're satisfied with the settings, click on **Save**. ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/59d5f2f2-8bc8-4b84-ac9e-0e016ff107c1.png) ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/73efb804-4846-4e48-ae2c-f2b4f2f81c6d.png) **Step 7:** Review your billing entity details and customer details. ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/660fb53f-7193-490e-80c1-269a2b78dfb4.png) ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/e1bd0573-0594-481e-b52d-1070dee8db58.png) **Step 8:** Under invoice details, click on the **pencil icon** to update the due date. This is a mandatory field. ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/74dd25f3-d4a0-414e-af08-c398c6ccfa1c.png) ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/3e5110d3-a421-432b-87c2-cfd564b698c4.png) ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/3fbee0a3-f4dd-45ce-ae50-958db4c4d4d4.png) **Step 9:** Fill in additional information like your bank account information, etd, eta, and terms. ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/78610c25-9891-42c6-80e6-11d46f328ffd.png) ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/552ef749-cd41-44b5-96b8-da749049ed8a.png) **Step 10:** Click on **Save now**. ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/28338b70-696e-4348-ad15-75f0970e4ea0.png) **Step 11:** Scroll down to view the commodity details, including quantity and unit price. ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/b63a897e-4209-4aaf-bafa-1bf1a8207663.png) ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/0f30d90a-7c1a-4979-8d2f-5858ca61caa7.png) **Step 12:** Your advance payment will be pre-filled based on what you entered during the sale recording. ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/08d5e05f-4755-41b0-9845-bdafc8d2a4e7.png) ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/61d6619a-075d-453d-b2ba-ba02711c5c4d.png) **Step 13:** Specify the advance payment in currency instead of percentage, if desired. ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/c77314ea-9727-438d-b575-f3eefea20181.png) ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/0da3cd74-b9fa-4766-a5e8-3ddb915e994e.png) **Step 14:** Select percentage. The balance to pay will be calculated as 20% of the total value. ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/31de3b12-b5a1-4719-bad5-83af50efed5c.png) ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/31453cbf-2726-4f14-b2e9-091afc9dd564.png) ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/919f20fa-af97-42d8-97c8-36ed6547e0a0.png) ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/edf9e9f9-3afc-4154-b0f6-525fb9cbdedf.png) **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. ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/5dc25dd3-277a-4059-a9b5-773c002ae54d.png) ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/ca99a23b-6616-4a8f-9c3e-f6912335cd76.png) ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/8a3343bb-2059-40e5-8734-cca01691c62a.png) **Step 16:** After saving, you'll receive an invoice number. ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/ea1ac8b5-4648-4fc2-9654-bdd2931e1c92.png) ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/7aebd4cc-17f0-4785-9c24-aef78a8c4555.png) ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/ba7e473b-7a02-467b-a232-f12c7a67642b.png) **Step 17:** Go to your invoices section to find the proforma you created. ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/2ae3b78f-59da-41e5-9ff5-906478f77cdc.png) ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/3c8a7db4-7134-4f7b-b173-f88aff6366db.png) ![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/22a8992b-cddc-469d-b588-85a25f30f2a3/4bd5cbe8-4432-4ffc-9bd6-2acfc4e1c271/images/47eb4751-0ed5-4b20-bd8a-e657652a983b.png)