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Create a proforma invoice
Create a proforma invoice

Create a proforma sales invoice

Jacqui Sullivan avatar
Written by Jacqui Sullivan
Updated over a week ago

At the moment there is no function for the management of the pro-forma invoice, the program allows you to send your customers invoices with the wording draft, but they do not have all the characteristics of the pro forma (such as a separate numbering).

However, there is the option to Issue invoice which allows you to send the invoice out to your client and should there be any changes required to the products, address, pricing etc these can be amended and re-sent prior to booking to the system and the clients account.

Issue invoice option

Once you have finalised the invoice and are ready to send it to your client in a definitive way, you can use the button Issue invoice.

This option will permanently fix the invoice number in the document, which can not be changed, nor will it be possible to delete the document.

Once you accept this process, the number of your invoice will no longer appear in square brackets, since the invoice number cannot be changed and cannot be used for another invoice. .

You can also view the document created and issued with the button Show or send it to your client by clicking on the Send button, without the draft watermark and without the brackets in the invoice number.

List of invoices in progress

Within the tab Sales > Invoices > Current invoices, you will find the list of all invoices in progress, that is, all those invoices in which you still have to work, either because you lack information or you are waiting for some confirmation from your client.

You can see a difference in your invoice list depending on whether they are saved only with the Save mode or if the invoice has already been processed with the Issue invoice option.

As you can see from the image, those invoices marked as Issue invoice will show the corresponding document number in the first column, as we have commented previously, it is the final invoice number and it can not be changed or deleted.

Those invoices that are only in saved or draft mode will not show any invoice number in the first column, since they are provisional invoices that could be eliminated if necessary.

The series of your invoices are editable. You can define the prefix and the invoice number series, likewise, you can create more than one series should you require this.

Book and send invoices

When your invoices, with all their data, have been completed and ready to go you can proceed to the final part, posting and accounting for them in the system. You will have to select the invoices and click on the Book and send selection button (you can choose not to email out if you do not need to do this).

The posting process can not be cancelled, so do not hesitate to double check the invoice before confirming this step.

Once the invoice is posted, it will disappear from the list of Invoices in progress and will be in your file of invoices issued.

At the same moment in which the invoice is posted and sent, the accounting entry is automatically created in the accounting part. You will not have to do anything else, Reviso will do it for you automatically.

The posted invoices can not be edited or deleted. To make any correction in them, you must create a rectifying invoice.

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