Proforma › Help › Numbering, printing and saved copies

Saved proforma invoices: find, open, copy and edit

Everything you save stays in this browser's data home. The Saved proforma invoices button lists them, newest first.

Step by step

1. Press Saved proforma invoices. At the top of the maker.
2. Search. Type part of the number or the name.
3. Open one. It opens in the maker as Editing saved proforma invoice. Change it and press Save, or print it again.
4. Copy one. Use the copy action to start a new proforma invoice with the same lines and a new number.
5. Status. Set Status: Waiting for reply, Accepted, Not accepted, or Invoice made.
6. Start a fresh one. Press New proforma invoice.

Worked example

A proforma invoice sent last month needs a correction. Saved proforma invoices › search its number › open › fix the line › Save › Share. The edit is written in its edit history (My data › Changes).

Common mistakes and how to fix them

• A saved proforma invoice is missing. It was saved in another browser or device, or deleted. Check My data › Recycle bin, or restore your backup.
• Editing a document of a closed year. The maker refuses; open the year again in the App (Year end) if you must.

Related help

All help on Proforma · Help for the Nivesh Sahayak App