Click on Sales and Quote to enter a Quote.
To Enter a Quote, skip to the video below.
To Enter a Proforma Invoice, first go to Tools, Document Types.
click add to add a Document Type called Proforma Invoice.
Then go to Sales Quotes, add a quote header.
Click on the quote header and change the document type to Proforma Invoice.
Also watch this video for more information:
https://www.youtube.com/watch?v=Ymk0bPwU5LA
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