How to Create a Pro-Forma Invoice
A proforma invoice enables users to receive monies prior to dispatching the goods.
How to create a pro forma invoice
Prior to creating a pro forma invoice, the tick box on the works order delivery batch will need to be ticked.
Open the invoice module and select the large + at the top of the window to create a new record.
Select the radio button for Proforma and enter all the relevant dates, fields marked with an * are mandatory.
Retrieve the customer name from the customer database using the search button. Select OK to continue.
Convert Proforma into an Invoice
Once payment has been received for a proforma the proforma can be converted to an invoice, which can then be exported to external accounts package.
Select the Actions button – Create Invoice from Proforma
A confirmation window will appear to convert proforma into an invoice.
To add text to confirm receipt, select the Notes button where text can be added to the printed invoice. This will place the text under the line entry.
If the notes are to be added to another area of the invoice i.e. the bottom of the page with all bank details for instance. Enter the text in the Notes field under Nominal Code and Exchange Rate.