Quick summary
Xero allows you to create a proforma invoice by generating a Quote directly from the dashboard. Once you fill in the required contact and line-item details, you can save or send the quote, which is instantly recorded in your Xero account.
Steps
- On Xero's main dashboard, head to the top menu bar and click the 'Create New' button.
- Choose 'Quote' from the list of available options.
- Fill out the input fields with the required contact and invoice information.
- Review your entries, then click 'Save' or 'Send' to confirm.
- The proforma invoice is now created and added to your Xero account.
