To create a proforma invoice with Moon Invoice, you need to follow the below instructions.
- Login to Moon Invoice account
- Click on the Proforma Invoice
- Click on the '+' sign
- Fill in the mentioned proforma invoice fields for creating a new invoice. Choose customer name, add the address, and proforma invoice date.
- Add products, add tasks
- Mention terms and conditions, describe notes
- Add shipping method and cost
- Add attachment
- Click on Save
Here are the fields that are mentioned for the user for creating a proforma invoice