How to Create a Proforma Invoice

The following steps will show you how to create proforma invoices on the Oze app

Steps:

1. Go to the sidebar menu and tap “Proforma Invoices” ("New!")
   

2. Tap the “+ Proforma Invoice” button at the bottom of the page to create a new proforma invoice/ quote/ estimate.
    

3. Fill in your customer details (name, phone number, email, address, country)

4. Set the Invoice Date to note the date you issued the invoice or the day the invoice goes into effect, and the Expiry Date to note the day that the invoice price and terms stop being effective.
   
   

5. Tap “Add Item” to list the products or services

6. Add the quantity and unit price

7. Choose your payment method (Mobile Money or Bank Account)

8. (Optional) Add a Deposit Amount (a deposit is a sum payable as a first instalment on the purchase of something or as a pledge for a contract, the balance being payable later), Discount, and Notes
   
   

9. Add your business logo from your camera or gallery if you don't already have one set up.

10. Tap “Preview” and then “Share.”
    
    Note: Proforma invoices don’t count as actual sales in your transaction records. They are used to show a sale that hasn’t been completed yet. Once your customer agrees to buy or use the service, you can convert the proforma into a full sale.