Issue a Proforma Invoice

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To issue a sales document for goods or services that have not yet been supplied, you can issue a proforma invoice to offer the prices on these goods or services to the customer. Proforma invoices are also often used to declare the value of goods for Customs purposes.

 

In either a job or a job list (this will produce proforma invoices for all jobs in the list), from the Report menu on the ribbon, select Proforma Invoice, then select Preview. The following pop-up will appear if quantity ordered does not match quantity supplied. If the quantities match, the proforma invoice will appear.

 

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Choose from quantity ordered or quantity supplied, then select OK.

 

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If you are producing the proforma invoice from a job, no transactions are actually recorded. The proforma invoice is simply a report generated from a job, and the invoice number will be the job number.

 

To process a payment received against a proforma invoice, with the job in View mode, go to the Payments tab on the ribbon and enter the details in the Payments screen.

 

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Further Information

Add a Late Fee

Apply a Credit Payment When Invoicing

Docket Jobs

Email Invoices

Invoice COD Customer Without Taking Payment

Invoice a List of Jobs

Invoice a Single Job

Invoice Using GL Account

Personalise an Invoice

Raise a Tax Invoice for Progress Claims

Receive Payments when Invoicing

Reprint an Invoice

NZ Invoices to Handle Billing NZ GST

Unprint an Invoice and Reverse Payment

Find a cancelled invoice