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 :
- The client only requires an interim “Proforma” invoice to arrange funds with a banking institution.
- The client will require a Proforma invoice as a indication of costs he will have to pay.
- Waiting for an order no.
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