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.
Choose from quantity ordered or quantity supplied, then select OK.
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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Note: You cannot use a credit against a proforma invoice. |
As proforma invoices are not stored as separate invoice records due to the fact that no transactions are actually recorded, you cannot create a list of proforma invoices.
The only way to view them again would be to either run the individual report sagain, or view the emails they were sent on to view the attachments.
Further Information
Apply a Credit Payment When Invoicing
Invoice COD Customer Without Taking Payment
Raise a Tax Invoice for Progress Claims
Receive Payments when Invoicing
Send Multiple Invoices in One Email