Proforma › Help

Proforma maker: help and how-to

Short articles on using the proforma invoice maker at proforma.niveshsahayak.in, with the exact buttons and a worked example. Start with Make a proforma invoice.

Making it

Fill it in, step by step, with worked examples.

Make a proforma invoiceMake a proforma invoice in Nivesh Sahayak: customer, validity, items with GST, bank and UPI details for the advance, then turn it into a tax invoice.

Numbering, printing and saved copies

Number series, print, PDF, share and the list of saved ones.

Proforma Invoice numbersHow proforma invoice numbers work in Nivesh Sahayak: PI series per business, restart every 1 April, change the prefix, and fix a duplicate number.Print, PDF, WhatsApp and designsPrint a proforma invoice on A4, A5 or a thermal roll, pick one of 7 designs and copies, save a PDF, or share it on WhatsApp from Nivesh Sahayak.Saved proforma invoices: open, copy, editFind any saved proforma invoice in Nivesh Sahayak: search the Saved proforma invoices list, open to edit or reprint, copy it as new, set its status.

Guides on this site

Rules and formats explained, with examples.

Proforma invoice formatGuide Proforma or tax invoiceGuide Proforma for advance paymentGuide Proforma for exportGuide

Something not clear, or a button that does not match what you see? Press Report it at the bottom of any page and tell us. Help for the whole software is at app.niveshsahayak.in/help, and for saved data at my.niveshsahayak.in/help.