Proforma are estimates given to intending customers. It is not yet qualified as a Transaction, but an intent document. During finalization of Transactions, when it is saved as a Proforma, it ends there. No ledger entries are recorded and no actual sale also.

When the customer return for actual purchase, you only need to click the “Payment” button to continue to payment and make it a proper transaction.

Proforma can be discarded by using the ellipsis and click “Delete” option.