1.Select proforma invoice under sales in left side of the Rednote page.
2.Click New to add a new proforma invoice in Rednote.
3.Select the client name from the drop down given in the client name box (Which is mandatory).
4.Select the date to raise the proforma invoice to the client (Which is mandatory).
5.Select the currency from the given drop down box of currency (Which is mandatory).
6.You can fill other fields given like PO No, PO Date, select name from the given drop down, valid till date, Mobile & Email and sender details.
7.Select product from the given drop down box in product, change the quantity if needed and click save. Your proforma invoice will be saved successfully.
8.Select the proforma invoice you want to make changes and click Action button, you can delete the proforma invoice which is selected then you can revise the proforma invoice selected then you can create similar proforma invoice then you can export the proforma invoice in excel file.
9. In crop symbol in right side of the page you can filter the proforma invoice by client name and click apply.
10.In filter symbol in right side of the page you can filter the proforma invoice with date range.
11.Click the setting symbol in right top of the page to change the setting for proforma invoice.
12.You can add prefix, suffix, invoice header for your proforma invoice under settings option.
13.You can enable the given option (Yes/No) under settings like signature, remarks, reset number, water mark logo, enable logo, edit proforma no, product group, letter head (you can set the margin in the below given box), display GST.
14.You can enter your remarks in the given box to be displayed in the proforma invoice.
15.You can display your signature in proforma invoice by uploading it by the given link.
16.You can enter your terms in the given box which will be displayed in your proforma invoice.
17.You can enter notes in the given box which will be displayed in the proforma invoice.
18.In the given template you can select any one template according to your wish, the proforma invoice will be displayed in selected template format.
19.After making your changes in the settings options, click update. Your proforma invoice will be updated with the changes.
20.Select and open a proforma invoice and click more option to save the proforma invoice in pdf format then you can send the proforma invoice in pdf format then you can generate the proforma invoice into invoice.
21.Select and open a proforma invoice and select print option to take a print copy of your proforma invoice.