Is your customer asking for a pro forma invoice?
Would you like to guarantee your prices and conditions to your customer by issuing a proforma invoice?
With the"Proforma Invoice" app, you can edit proforma documents, i.e. a provisional sales document detailing the price of a good or service, as well as the general terms and conditions of sale.
Create, print or e-mail proforma invoices to your customers.
Activating the"Proforma Invoice" app enables you to edit and print new documents in the quotation menu: proforma invoices.
1. Creating a Proforma invoice
To create, print and send a proforma invoice, go to the"Estimates " menu in the "Sales" tab.
Click on "+ estimate". In the document "type" field, you have a new option to check: proforma.
Select this option and fill in the information:
- Enter the contact details of your customers/prospects in your sales contacts.
- Complete bank account information, late penalty, discount
- Add a title to your commercial document
- Register
- Then add your products, quantities and discounts
- Specify payment terms
Once you have completed your proforma invoice, validate the document. It will be dated, numbered and signed. The numbering and dating of proforma invoices is automatic and chronological. This document falls within the scope of the software's NF 203 certification. It is therefore controlled and secure. Your printed proforma invoice contains all the legal information about your company that should appear on a sales proposal.
By selecting this "proforma" type, your edited PDF document will then be named "proforma".
The "proforma" type will be retained for future document creation.
2. Converting proforma invoices
A proforma invoice can be transformed into :
- Delivery note
- Invoice
Important : A proforma invoice is an estimate "for the sake of it". It is not a customer invoice. It has no tax or accounting value, nor is it a proof of payment. The proforma must be transformed into a final invoice to become an official accounting document.
