Create a pro forma invoice

Pro forma invoices are used when you want to issue an invoice to the customer before you despatch any goods. You might create a pro forma invoice A request for payment before a service has been carried out. Most commonly used for new customers or those who are potential bad debtors. for:

• Customers whose accounts are on hold, or and for customers who have exceeded their credit limit. This is because the goods and services are not supplied until payment is received.
• A prospective customer. See Create a pro forma invoice for a prospect.

Enter a pro forma invoice

Open: Sales Order Processing > Pro Forma Invoices > Enter New Pro Forma.

• Enter the pro forma invoice details on the following tabs:

  • Pro forma details.

    Use this to enter the customer details, and add goods, services and costs.

    See Enter the pro forma details.

  • Delivery and invoicing.

    Enter the delivery address, order discounts and analysis codes.

    See Enter the pro forma delivery and invoicing details.