New

By

on

September 14, 2023

Blog |

Biz with Swipe

|

Product FAQs

How to create a pro forma invoice on the web

How to create a pro forma invoice on the web

Step 1: Go to “Quotations” and select “Pro forma Invoices”.

First, go to “Quotations” on the left-hand side of the dashboard. After clicking on “Quotations”, A drop-down menu appears.

Select “Pro forma Invoices” from the drop-down menu.

Step 2: Fill in the customer's details.

You can select existing customers from the drop-down list or add a new customer by typing in their details manually.

(And fill in the necessary details like due date, reference number, etc.)

Step 3: Fill in the details of the products.

You can select existing products from the drop-down list or add new products by typing in their details manually.

To add more products, click on ‘+ Add New Product’, which will add new item rows.

Also, Click on ‘+ Add to bill’ and add the rest of the product details like quantity, category, discount, etc.

Step 4: Fill in other required details

Add additional charges (if applicable) and create or edit notes, as well as terms and conditions.

Step 5: Add your signature and click Save.

Your pro forma invoice is ready, and you can share it via WhatsApp, SMS, or Email with your customer.

Trusted by 10L+

Sign Up for Free >

Featured Posts

Income from House Property: Taxes & Exemptions

Pharmaceuticals Distributors and Wholesalers in Bangalore

How to record TDS on the web

Swipe - Best POS Billing Software for your business.

How to convert a quotation into a sale on the web

Swipe a GST Billing Software: A Breakthrough for SMEs

How to convert a purchase to a purchase return on the web

How To Start a Mobile Shop Business in India

You might also like

National Health Mission: Objectives and Key Initiatives

Explore the objectives and key initiatives of the National Health Mission (NHM) in India. Learn how NHM aims to improve healthcare access, maternal and child health, and disease control.

Reserve Bank of India (RBI) Act, 1934

Discover the key features, functions, and significance of the RBI Act 1934, which established the Reserve Bank of India and shaped India's financial system.

Tax Audit and ITR Deadlines for FY 2024-25: Key Extensions by the IT Department

The CBDT has announced the extensions in the due dates for filing tax audit and tax return (ITR) returns for FY 2024-25. This includes new due dates and deadlines.

© 2026 Nextspeed Technologies. All rights reserved.

Join community.