How to Create a Proforma Invoice in Xero
- George Apostolov
- 05 Sep 2025
Guide
On Xero's main dashboard, head over to the top menu bar and click the 'Create New' button.
Choose 'Quote' from the list of options.
After that, fill out the input fields with the required information.
Once done, review your input and tap 'Save' or 'Send'.
After completing these steps, the proforma invoice will be created and added to your Xero account.
Create your first interactive demo in minutes
No credit card required • Start building today
