Proforma Invoices

A Proforma Invoice is an invoice for goods prior to supply. This is generally used for customers without a credit account.

The Proforma option is treated as a quotation. In this way, once payment has been received the Proforma can simply be converted to an order and despatched in the normal manor without the need for duplicate entry. Once the goods are invoiced, the invoice can simply be matched against the payment already made on account.

Accessed via PROFORMA from the Quotes option of the Sales UAM.

The Action of adding a Proforma Invoice is exactly the same as adding a quotation. The difference is seen only in the output, where the goods value is totalled and VAT added in accordance with the customer settings, or in the case of Prospect customers the option will be given to include or exclude VAT.    

View Adding a Quotation.