This guide will assist you in generating a proforma invoice for the renewal of your 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 generate a proforma invoice for the renewal of your subscription, go to SUBSCRIPTIONS.
In the SUBSCRIPTIONS page, determine which subscription you would like to generate the proforma invoice click on Purchase.
A plan purchase page would appear and if you would like to increase / decrease headcounts, click on Plan Selection if not then may proceed with Purchase Current Plan & Proceed to Payment. A confirmation message will pop-up, click on Yes.
After that, click on Proceed to Payment and it should redirect you to the Subscription Portal to make payment.
You would then be redirected to the subscription portal, from there you may click on Invoice to view the generated proforma invoice.
END OF GUIDE