You can create a proforma invoice in Moon Invoice easily by following the steps below.
- Open the Moon Invoice application on your device or tap on this link.
- From the main menu on your left, go to Sales ➜ Proforma Invoices.
- Click the ‘+’ icon to create a new proforma invoice.
- Fill in the necessary details such as customer name, date, items, quantity, rate, and proforma invoice number. You can also add products or tasks if needed.
- Include terms, notes, and shipping method and any relevant attachments.
- Finally, click the Save to apply the changes.
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