Here’s a clear, step-by-step process to create a PI (Proforma Invoice) and TI (Tax Invoice) directly from a Sales Quotation  in a BorgDesk Workplace account:
Step 1: Create / Open the Sales Quotation

1. Log in to BorgDesk Workplace

2. Go to Sales → Sales Quotation

3. Click Create New Quotation (or open an existing quotation)

4. Enter all required details:

   • Customer details

   • Products / Services

   • Quantity, rate, taxes, discounts

5. Save the quotation

Step 2: Convert Sales Quotation to PI (Proforma Invoice)

1. Click on Quotation Number whose Pi you want to create  (Quotation  number is clickable )

2. By clicking on Quotation number , it will redirect you to Create Pi Page with all details (like Product / service with Description , Quantity , Price , GST all are auto fetched from Quotation).

3. Verify PI details such as Just click on Generate P Invoice.

4. Click Save / Generate PI

✅ PI is now created and linked to the Sales Quotation

Step 3: Convert PI to TI (Tax Invoice)

1. Open the listing page which shows all  generated Proforma Invoices 

2. Click on desired Proforma Invoice  and Create Tax Invoice (TI) / Generate Invoice

3. Confirm:Invoice date/GST details/Billing address

4. Click Generate / Save

✅ Tax Invoice (TI) is automatically created
✅ The system maintains a full trail:Sales Quotation → PI → TI→Ledger 

Step 4: Download or Share

• You can proceed for more actions below mentioned 

  • Sales Quotation download, print, or email

  • PI download, print, or email

  • TI download, print, or email

• All documents remain accessible under:

  • Sales → Service Quotations / Product Quotations/ Project Quotations ---> Proforma Invoices / Tax Invoices ---> Ledger
    
    Pls check and implement the same in your BORG Desk Workplace Account now ! 

Admin

January 10, 2026

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