How do I edit details and add products to a Proforma Invoice (PI) in V5?

1. On the Proforma Invoice details page, click “Edit” in the upper-right corner to change the buyer, shipping, or general PO information. 2. Switch to “Item List (3)” and click “Add Items” to add existing products, or click “New Item” to create and add a new item. 3. Check the unit price, quantity, and subtotal for each item, and confirm the total amount of the invoice. To review changes to the data, click “Diff View” in the upper-right corner.