Proforma (Advance) Invoices
Issuing and managing proforma (advance) invoices. Proforma invoices are used to request advance payment before delivering goods or services. The application supports both incoming and outgoing proforma invoices.
Screenshots and a more detailed guide are coming soon.
Creating a proforma invoice
Create a proforma invoice by duplicating an existing outgoing invoice. In the outgoing invoice detail, click 'Duplicate' and in the dialog select the type 'Outgoing Proforma'. The new proforma invoice will contain all items from the original with an automatically generated new number and variable symbol.
Managing a proforma invoice
A proforma invoice goes through the same lifecycle as a regular invoice: Draft → Approved → Submitted → Paid. After receiving the advance payment, you can mark the invoice as paid and issue a final tax document linked to the original proforma invoice using the 'Parent Invoice' field.