Can I export / download all proforma invoices details in excel sheet for my personal use ?
Can I Export / Download All Proforma Invoice Details in Excel from Borg Desk ERP?
✅ Yes! Borg Desk ERP allows you to export all Proforma Invoices in Excel format for your personal use.
Steps to Export Proforma Invoice Data in Excel:
1️⃣ Login to Borg Desk ERP
2️⃣ Go to the "Accounts Module"
3️⃣ Navigate to "Proforma Invoices" under the Manage Sales Invoices
4️⃣ Apply filters if needed (Date Range, Customer Name, Status, etc.)
5️⃣ Click on “Export” / “Download” on the Right Top Export Icon (Facing Downward Arrow)
6️⃣ Choose the format (Excel-CSV / PDF)
7️⃣ The system will generate and download the file with all details
✅ Benefits of Exporting Proforma Invoices:
✔ Easy Accounting & Reconciliation
✔ Quick Analysis & Reporting
✔ Smooth Data Sharing with Teams
✔ Offline Record Keeping & Backup
Let us know if you need help setting this up!
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