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