Ø Create Proforma Invoice
Ø Generate
Proforma Reference No eg: DR-1-2-2026-000010
Ø No stock deduction
Ø Manage Proforma – Admin List
Definition = Draft invoice
(quotation), not actual sale.
Step
1: Go to Proforma
Ø Click
Sales → Proforma Invoice
Step
2: Use Filters
Ø Business
Location
Ø Customer
Ø Invoice
No
Ø Date
Range
Ø Service
Staff
Ø User
Ø Click
Filter / Reset
Step
3: View Proforma List
Ø Date
Ø Invoice No
Ø Customer Name
Ø Contact No
Ø Location
Ø Total Amount
Ø Service Staff
Ø Ledger
Ø Sale From