What is a proforma invoice and when is it issued?
A proforma invoice is a request for payment, for example by bank transfer. It is not a tax document and has its own numbering. A client who chooses bank transfer gets it automatically by email.
Where: Sales›Invoices›Proforma invoices
What is here
- Automatically: when someone books with bank transfer.
- By hand: in the booking, in “Invoices”, press “Issue proforma”.
- After the payment: issue the invoice from the proforma with “Invoice from proforma No …”.
- If the client is not going to pay: “Cancel proforma No …”.
Good to knowProformas do not go into the invoice export or the Ordinance N-18 documents.
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