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Proforma Invoices

Creating and editing a Proforma Invoice

Click **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**.

Last updated 20 days ago

What you’ll do

You will create a Proforma Invoice for a selected Contact or Lead, and fill in the Items lines, prepayment, payment term, and terms displayed to the recipient.

Before you begin

You need permission to create or edit a Proforma Invoice, access to the organization and the customer, and a prepared numbering sequence.

Steps

  1. Check the document number, date, Payment term, salesperson, and currency. Prepayment % or Prepayment indicates the portion requested in advance; the received payment is recorded separately in the Payments section of the card. Notes is an internal field, whereas the Contact note and Terms may appear on the document intended for the recipient.
  2. Select the Item from the catalog or a set, or enter it manually. For each line, check the code, name, warehouse, quantity, unit of measure, price, VAT, and discount. The options VAT calculate from total amount and Items unit price entered with VAT alter the calculation method; please use them in accordance with your company's accounting policies.

What happens upon saving

Saving creates a Proforma Invoices record. The payment does not appear automatically; please register the received amount in the Payments section.

Troubleshooting

Editing may be restricted due to dispatch, Payment, conversion, or a locked accounting period. In such cases, first check the document status and your permissions.

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