Prerequisite : Make sure you have Administrator role or role that can Approve Sales Invoice
A proforma invoice is a preliminary bill or estimated invoice which is used to request payment from the committed buyer for goods or services before they are supplied. A proforma invoice includes a description of the goods, the total payable amount and other details about the transaction
Proforma Invoice generated by SimpanKira does not have any Invoice Numbering because it is not a real invoice.
1) Create Sales Invoice and click Save & Submit for Approval button.
2) Then logout. Or not depending on your existing user role.
3) Login as user with ability to approve Sales Invoice or Administrator role user.
4) Find that sales invoice under tab Awaiting for Approval.
5) Click the Print PDF (find that in the image below).
6) Then you will get your Proforma Invoice.
