How to Generate a Pro Forma Invoice

A pro forma invoice is a request for funds and is not a VAT invoice. For more information about VAT invoices, click here.

You can generate a pro forma invoice in two ways: either by adding funds to your wallet or on a project basis. Here's how you can generate a pro forma invoice for a project:

Steps to Generate a Pro Forma Invoice for a Project:

1. Create the Project: First, ensure the project is created in your account.
2. Go to Project Overview: Navigate to the Project Overview section.
3. Add Funds: Select the option to Add Funds.
4. Choose Pro Forma Invoice: When prompted to move funds from your wallet, select No and then choose Yes to generate a pro forma invoice.
   
   

You can generate pro forma invoices at any time, as projects allow you to add more funds whenever necessary.

To access your pro forma invoices, go to the Reports tab in your account.