How to create a Proforma Invoice?

 

Creating a Proforma Invoice with AntMyERP

AntMyERP allows you to easily generate a Proforma Invoice directly from an existing quotation — without needing to involve the accounts team. This feature saves time and ensures that customer requests for proforma invoices are handled instantly and accurately.

To begin, go to CRM Sales and open Quotation. Here, you’ll see all the quotations that have been created for different customers. Locate and open the specific quotation for which the customer has requested a proforma invoice.

Once the quotation opens go to the top right corner and click on the Proforma Invoice option (indicated by a double arrow icon). The system will immediately convert the quotation into a Proforma Invoice and generate a PDF on the screen.

This PDF includes all key details from the quotation such as items, pricing, quantity and taxes, formatted as an official proforma document. You can then define or edit the Proforma Invoice number manually if required this number will appear on the document itself.

Once verified, you can download the Proforma Invoice and share it directly with the customer via email or print it for records.

The process is the same for any quotation type whether it’s Unit Sales, AMC or MPS, the system automatically labels the Proforma Invoice accordingly.

With AntMyERP, creating and managing Proforma Invoices is smooth, efficient and eliminates manual coordination thus helping you respond faster to customer requirements and maintain a professional and organized documentation system.