How to create Proforma and Prepayment invoices?

Steps to Create Proforma or Prepayment Invoice in Keka

1. Go to the Projects section and select Projects from the top menu.
2. From the project list, choose the desired project.
   
   
3. Within the project page, navigate to the Billing tab, then select Proforma Invoices.
4. Click on Create Proforma Invoice or select Create Prepayment Proforma Invoice from the dropdown.
   
   
5. Enter the required details such as customer contact, payment terms, due date, terms and conditions, legal disclosures, and any additional notes or files.
6. Once completed, click Save and Preview or select Generate Invoice to proceed.
   
   

This process allows you to easily create proforma and prepayment invoices for your clients in Keka.