The purpose of Proforma Invoice is to allows the user to create a Purchase Order and process it Immediately e.g. locally purchase items.

1. Click on Purchase tab / Transactions / Proforma Invoice

2. A Proforma Invoice would be automatically created from Purchase Order process with “Immediate” Invoice rule

3. Click “Create New” button or select from the list of invoices

Proforma Invoice New

4. Fill in the information. Textfields marked with “x” are mandatory

5. Click “Save” button to save progress

Proforma Invoice Save

6. Click “Confirm Proforma Invoice” then click “Yes” button to confirm the invoice

Proforma Invoice Confirm

7. Click “Approve Proforma Invoice” then click “Yes” button to approve the invoice

Proforma Invoice Approve