You can generate a proforma invoice from a scheduled job on the platform by following these steps:
Create a Job Card: For detailed instructions on creating a job card, refer to this guide.
Schedule a technician: Assign a technician to the job card.
Access the Proforma Tab: Go to the "Proforma" tab under the schedule section.
Generate Proforma Invoice: Click on "Proforma Invoice."
Find the Job: Search for the job from the list provided.
Generate the Invoice: Click "Generate" to open the proforma invoice in a new tab.
You can now choose to either email or print the document.