How to generate Proforma

To create a new Proforma 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 Invoice

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Select the existing customer or click on "Add Customer' to add a new customer  

Fill all the necessary customer details

Fill the product/service information, and to add items in bulk click on "Add Bulk Entries"

Click on the more button if you want Create & Send or Create & Print the proforma

Create & Send - for generate an proforma and promptly send it to a recipient

Create & Print - for generate an proforma and print it immediately

For only creating the proforma click on the "Create" button