> For the complete documentation index, see [llms.txt](https://docs.cwsuite.com/sales-application/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cwsuite.com/sales-application/product-guides/orders/proforma-invoice/creating-proforma-invoice.md).
# Creating Proforma Invoice
To create a Proforma Invoice, follow these steps:
Click on Orders in the menu,
Select the Proforma Invoice button in the left-side menu
Click on the Add New button.
To create a Proforma Invoice, you need to fill out the required fields, including the mandatory fields indicated by an asterisk (\*).
Once all of the required information has been entered, click on the Save Button to finalize the Proforma Invoice.
Add Products in the Lines and click on Save
By adding the relevant products and clicking the Submit button,
Proforma Invoice will be generated, providing a preliminary record of the transaction, including details such as the products, prices, and other relevant information.
