How to generate a Pro-Forma invoice?
The system can generate a pro-forma invoice based on the amount you request. This serves as a quotation which can be used as a supporting document when requesting budget approval from your organization.
A pro-forma invoice differs from a normal invoice in not being a demand or request for payment.
- Go to Account Settings > Billing > Request Pro-Forma Invoice.
- A pro-forma invoice is requested by indicating an amount and clicking the Request a Pro-Forma Invoice button.
3. After you click the Request Pro-Forma Invoice button, it will be sent to your registered email address in the Billing Address Information. And you will get this message to know it was successfully sent.
Here is sample Pro-Forma invoice for your reference.