Home Invoice Management How to generate Proforma

How to generate Proforma

To create a new Estimate in Giddh log in to your Giddh account.

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).

 

Press Ctrl+G/ Cmd+G > Proforma (Menu) > Select Customer > check date 


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Add products, services, Tax, Discount etc. 

From Add bulk entries you can add multiple stocks in single selection


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From Add bulk entries you can add multiple stocks in single selection


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After selecting all the stock simply click on add 


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Add other details like shipping date, tracking number etc. as well as you can add an instant note of the invoice.


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Now click on Create 


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Create & Send - For creating an proforma and send over the email instantly to someone

Create & Print - For creating an proforma and take the print at the same time

Create - For Creating an proforma 















Sandhya
2023