To email the proforma invoice to your customers or clients, follow the below-mentioned procedure.
- Click on the proforma invoice.
- Right in front of the contact name, you will find various invoice options such as settings, edit, business signature, preview, print, and email. The envelope sign is the email option.
- Click on the email button; you will find a pop-up screen in front of you.
- Enter the customer's email address (single or multiple) to email a proforma invoice.