Toggle on the quotes feature if this does not appear in your menu


Step 1.


Navigate to Sales > Quotes 


Quotes


Step 2.


Click on the Create quote button.


Step 3.


Fill in the details of the proforma invoice and select Proforma invoice in the Quote type drop-down list.


Hit the Save draft button at the bottom.



The proforma invoice will now appear in the Draft tab and can be processed as appropriate.


Draft