Create Proforma Invoice

1. Visit https://zepbill.com/dashboard.

2. Click "Sales->Proforma Invoices in left side Navigation Bar.

3. Click "Create Proforma Invoice" button.

4. Click "Purchase Order Number" input field to add purchase order number.

5. Click "Search Customer" and select customer.

6. Click "+ Add Product/Service" to add Product/Service.

7. Click "Search Products/Services" to search products and services.

8. Click "Quantity" input field and fill quantity.

9. Select the batch.

10. Click "+ Add Item" button to finalize the quantity.

11. Click "+ Add Line Items to Invoice" button.

12. Click "Additional Charges" input field and fill additional charges.

13. Click "Discount Amount" input field and fill discount amount.

14. Check/Uncheck Round Off to round off the invoice amount

15. Click "Save" .