How to Create a Proforma Invoice in Xero

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The simplest way to create a proforma invoice in Xero is by adding a new quote. Here’s a short guide on how to do it in simple steps:

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1. On Xero's main dashboard, head over to the top menu bar and click the 'Create New' button.
2. Choose 'Quote' from the list of options.
3. After that, fill out the input fields with the required information.
4. Once done, review your input and tap 'Save' or 'Send'.
5. After completing these steps, the proforma invoice will be created and added to your Xero account.