This guide will assist you in generating a proforma invoice for a new subscription.
Note: A proforma invoice is similar to a quotation, it is an invoice that has not been paid and is just for referencing purpose.
To create a proforma invoice for a new subscription, you will need to go to SUBSCRIPTIONS.
In the SUBSCRIPTIONS page, scroll all the way down and click on Create Subscription.
In the plan selection page, key in the number of headcounts you would like to purchase for each modules and once confirmed, click on Next to proceed.
Next, Fill in the Billing Party, Company Name, Registration Number and select the Payroll year. Once done, click on Next to proceed.
A final confirmation page will appear for you to confirm, check the box to agree to the Terms & Condition and click on Payment Confirmation to proceed to the next step.
A payment Confirmation tab will appear, select Confirm & Proceed to Payment.
After that, you would be redirected to the subscription portal and from there, you may click on the Invoice button to view the generated proforma invoice.
END OF GUIDE