If you need to issue a sales document for goods or services that you have not yet supplied, you can issue a proforma invoice to offer the prices on these goods or services to your customer. Proforma invoices are also often used to declare the value of goods for customs purposes.
From the Report menu in the ribbon, select Proforma Invoice. The following pop-up will appear:
Choose from quantity ordered or quantity supplied, then click 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, select the Payments tab in the ribbon and enter the details in the Payments screen.
Further Information: