# How to Create a Proforma Invoice in Xero

> To create a proforma invoice, log into Xero, click the Create New button on the top menu bar, and select Quote. Next, fill out the required information in the input fields, review your details, and tap Save or Send to add the proforma invoice to your account.

Canonical: https://livedemo.ai/tutorials/how-to-create-a-proforma-invoice-in-xero/
Apps: Xero
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a37dcab56e05a00fdd76c/preview?step=1

## Steps

1. On Xero's main dashboard, head over to the top menu bar and click the 'Create New' button.
2. Choose 'Quote' from the list of options.
3. After that, fill out the input fields with the required information.
4. Once done, review your input and tap 'Save' or 'Send'.
5. After completing these steps, the proforma invoice will be created and added to your Xero account.