Proforma Invoice card, statuses, and Payments

Open the document number from the list. On the main tab, you will see details, line items, taxes, and the total, paid, and unpaid amounts. At the top, there are PDF, email... mail, receipt, and **Actions** buttons.

Last updated 20 days ago

In the Payments section, click Register Payment once the funds have actually been received. Specify the credited amount, date, method, and a note. A partial payment leaves a balance and changes the status to Partially Paid; once the full amount is covered, the document becomes Paid. You can open, print, or view the PDF of the Payment record if you have permissions.

Other tabs store related Tasks, Expenses, Notes, Files, and Action History. Their visibility also depends on the relevant permissions modules.

If the amount or status appears incorrect, first reconcile the amounts and dates of all Payments entries. Editing or deleting a payment alters the document balance, so check the accounting data and integration status before proceeding.

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