Copying and converting a Proforma Invoice

Select **Copy** from the **Actions** menu when a new, similar document is needed. The system creates a separate record with a new number. Before saving the copy, check the recipient, dates, deadline, currency, prices, warehouse, VAT, prepayment, and terms. There is no history of the previous document Payments or its dispatch.

Last updated 20 days ago

Use Convert to Invoice when a final Invoices is required. In the conversion window, verify the lines being created, the number, organization, customer, and dates. After the action succeeds, a link to the final Invoice is visible in the preliminary Invoice; the list may display it as converted to Invoice.

When the system allows selecting only a portion of the lines, the remainder can be converted later. Always verify that the final Invoice contains no duplicate lines and that related Expenses and reserved Items have been transferred correctly.

For some organizations, the Convert to Order for Supplier option may be available. It appears only when the corresponding module and permissions are enabled.

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