How to Create a Proforma Invoice in Xero
- George Apostolov
How to Create a Proforma Invoice in Xero: step-by-step 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.
Quick answer: 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.
About this Xero tutorial
Generate a proforma invoice in Xero by creating a quote, entering the required details, and saving or sending the document. This guide shows how to create a Proforma Invoice in Xero in 5 steps, starting with "On Xero's main dashboard, head over to the top menu bar and click the 'Create New' button" and finishing with "After completing these steps, the proforma invoice will be created and added to your Xe...". The interactive demo above is a click-through copy of the real Xero interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create a Proforma Invoice in Xero?
5 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Xero data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Xero. Related guides: How to Delete a Bill in Xero, How to Delete a Contact in Xero and How to Delete a Transaction in Xero. Last reviewed 05 Oct 2026.
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