How To Create Proforma Invoice In Zoho Books

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Here's how to do it:

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1. Log in to your Zoho Books account.
2. Navigate to "Sales" on the lst side panel and select "Invoices."
3. Go to "New Invoice."
4. Select "Save & Continue."
5. Select or add a "Customer Name," "Invoice #," and "Invoice Date."
6. Select "Save and Send" to email the invoice to your customer.