Proforma Invoices and How to Create Them
Proforma invoices are always linked to an order, allowing you to provide a preliminary bill before the final invoice.
Creating a Proforma Invoice
Open the Order:
- Go to the order for which you’d like a proforma invoice.
- Scroll down and click on the ‘+’ button next to “Proforma.”
Note: If there’s no ‘+’ button, it may be because the order has already been fully invoiced or invoicing for this order has been disabled.
- Go to the order for which you’d like a proforma invoice.
Download the Proforma Invoice:
- After creating the proforma, click on the new proforma invoice line to generate a PDF.
- Click the PDF link to download the proforma to your computer.
General Tips on Proforma Invoices
Easy to Manage: You can delete and regenerate proforma invoices at any time.
Order-Specific: Proformas apply to the entire order, so partial proforma invoices aren’t available.
Access All Proformas: You can find all your proforma invoices under the ‘Proforma’ tab. Go to the Invoices & Payments section in the general menu.
Customize Your Proformas: Go to General Settings and under 'PDF settings' personalize your proforma invoices format, and other details as needed.
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