How to issue a Proforma Invoice

A Proforma Invoice is used to save information into a “drafts” form.

A Proforma invoice would normally be issued for the following reasons :

If proforma invoices activated, a “Proforma” button is included in new Invoices which will give the user the option to save the invoice to the proforma invoice register instead. If selected, a new proforma invoice will   be opened, the contents of the current invoice will be pasted in, the Current invoice will be closed and the proforma invoice saved without printing or accounting analysis