Locating & Filtering Proforma Invoices in the Sales Module

Modified on Mon, 10 Aug at 10:07 PM

How to View & Filter Saved Proforma Invoices:


1. Navigate to Sales > Quotation on the main menu.

2. Click the Filter button/menu above the Quotation list.

3. Set Document Type to Proforma Invoice.

4. Click Apply / Search. The list will update to display only Proforma Invoices.

5. Click Print / PDF on any entry to generate the official Proforma Invoice document view.

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