How to convert a proforma invoice to a tax invoice?

You can convert a Proforma invoice into a tax invoice with just a single click.

Go to Operations - Billing - Click on the invoice - Click on Convert to tax invoice - Select the company for the invoice to be created under - Click on Convert to tax invoice

Once you have created the Proforma invoice, it will be visible in Operations - Billing as a listing with the status label Invoiced, but it cannot be edited. You can refer to the activity log to view the tax invoice number. Once a Proforma invoice has been created, it cannot be reversed.