Proforma invoices
Ask for payment before you issue the tax invoice, with its own PRO- numbering.
A proforma invoice asks the customer to pay before the sale is invoiced. It is not a tax invoice, so it stays out of your sales and VAT reports until you convert it.
- Go to Sales → Proforma invoices and click New proforma invoice.
- Fill it in like an estimate: customer, items, VAT. Save. It gets its own number, such as
PRO-00001. - Send it. The PDF is headed PROFORMA INVOICE and says it is not a tax invoice.
- When the customer pays, click Convert and record payment. The tax invoice is created and you record the payment on it.
Numbering and wording
Set the prefix, starting number and whether the year appears in the number under Setup → Proforma invoices. A number that has been issued never changes. The same page lets you edit the emails your customers receive about a proforma, in English and Greek.
You can also tick This is a proforma invoice on any estimate to turn it into a proforma.
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