You can activate this feature for free from Gems in the Holded Store. Learn here how to create a pro forma invoice in Holded.
How to get there
- Access Sales from the toolbar
- Select Pro formas
Learn more about proformas invoices here
Management options
A. Edit a pro forma invoice
- From the list, click on the three-dot menu (⋮) on the right of the pro forma you want to edit
- Click on Edit
- Modify the data
- Save the changes
B. Duplicate a pro forma invoice
- From the list, click on the three-dot menu (⋮) on the right of the document you want to duplicate
- Click on Duplicate
- Make changes if necessary
- Save the new invoice
Keep in mind that the duplicate document will have a new pro forma number.
C. Convert a pro forma invoice
- From the list, select your invoice to access its detailed view
- Hit on the Convert button
- Select the option you need between Invoice, Sales receipt, Shipment, Quote, Sales order
D. Export a pro forma invoice
- Go to the download icon on the top right
- Select the export option that suits you best (Export Excel, Export PDF, Google Sheets, Export items)
