Proforma Invoices
Create, send, convert, and track Payments for Proforma Invoices.
- Copying and converting a Proforma InvoiceSelect **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.
- Proforma Invoice card, statuses, and PaymentsOpen 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.
- Sending Proforma Invoices, PDFs, and filesClick the email button at the top of the card. Check the recipient, language, email body, PDF attachment, CC/BCC fields, and additional attachments. Recipients are drawn from the selected Contact Contact people, so ensure the address is up to date before sending.
- Proforma Invoice settings and permissionsAdministrators can find financial classifiers under **System Settings → Finance**. Rates, currencies, methods, application clauses, and **document templates** are managed here. Document templates help prepare frequently used texts and terms in advance.
- Proforma Invoice list, filters, and viewsYou can find pending Invoices in the main menu by selecting **Proforma Invoices**. In the list, you will immediately see the document number, the amount excluding VAT, VAT, the final and outstanding amounts, the recipient, the date, the due date, and the status.
- Proforma Invoice links, automation, and integrationsProforma Invoice can be linked to Contact or a potential client, contact person, department, contract, project, Opportunity, order, warehouse, Tasks, Expenses, and files. Each link helps trace the process but does not provide automatic access to the other module.
- Creating and editing a Proforma InvoiceClick **New record** in the list. First, select whether the document relates to a **Contact** or a **Potential client**, then select the recipient. You can specify the department, **Contact person**, and the contract in **Contact**.