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Create New Proforma Invoice

Step 1: Add New Importing Company​

If you need to create an invoice for a company not in your system, first add a new "Importing Company".

Step 1.1: Create New Company​

  1. Add a new company name
  2. Activate the "Share Link Active" toggle button
  3. This generates a KYC form link for the importing company to fill in their details:
    • Addresses
    • Business Information
    • Preferences
    • Other required information

Note: The admin can deactivate the KYC link anytime by toggling the button, or modify company information directly from the admin page.

Import Company Form

Sample KYC Form​

Import Company KYC Form

Import Company List

Step 2: Create New Proforma Invoice​

Once you have created the importing company, you can create a new PI by clicking the + (Add Invoice) button.

Invoice Form

Step 3: Document Generation​

After saving:

  • PI PDF and contract PDF are automatically generated without "Authorized Signatory"
  • Once the designated person authorizes it, both PDFs will be regenerated with signature and seal

PI Authorization Rights​

If the admin has authorization rights, they can:

  • Authorize invoices and contracts
  • Revoke authorization for invoices and contracts

Step 4: Invoice Management Page​

In the invoices page, you can:

Invoice List

Create New Shipment​

To create a new shipment for an invoice:

  1. Click "+" button in the invoice page

Shipment Form