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Generate a proforma

A proforma is a non-posting preview document generated from a quotation — useful for advance-payment requests and customs, without affecting your books.

Beginner2 steps~2 min
1

Open the quotation.

On a submitted or sent quotation, find the "Generate proforma" action.

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Open the quotation.
2

Review the proforma.

The proforma carries the quotation’s lines and totals and is clearly marked non-posting. Revising the quotation supersedes it.

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Review the proforma.