Cloud Payroll - Subscription : How to generate a proforma invoice (for renewal Subscription)?

From AutoCount Resource Center

Question : How to generate a proforma invoice (for renewal Subscription)?


1. Login to and go to Subscriptions, and click on ‘Purchase’..

2. Select desired Plan Selection if they would like to increase / decrease headcounts, if not then may proceed with Purchase Current Plan, & Proceed to Payment. A confirmation message will pop-up, click on Yes.

3. After that, click on Proceed to Payment and it should redirect you to the Subscription Portal to make payment.

4. Click on Close and Yes.

5. should you see this message pop up, just click on Try Again.

6. You will be redirected back to the Subscription Page, from there, click on the arrow and go to back to the Subscription Portal.

7. Click on Payment and you should find your Proforma Invoice under Unpaid Bill Items. From there, you may download the Proforma Invoice by clicking Invoice.

Prepared by WaiKit 231116, Azirah 231120, P231121

Go to menu

AutoCount Accounting 2.0 & 2.1

AutoCount Accounting 1.8 / 1.9
AutoCount Payroll
AutoCount POS

AutoCount On The Go
AutoCount Accounting Plug-In Documentations