Proforma invoices

A proforma is a payment request that is not itself a tax invoice. Create it, press Mark sent (which assigns its number) and, once the customer pays, press Convert to invoice.

1. Open Proformas and press New proforma. The form is the same shape as an invoice's: customer, issue date, valid-until date, delivery date, service period, payment terms, currency, payment method, bank account and lines.
2. Press Save — the proforma is a draft without a number.
3. Press Mark sent: the number is assigned and the proforma is locked, the same as an issued invoice. A sent proforma can be marked Expired and re-sent if needed.
4. When the customer pays, press Convert to invoice. A draft invoice with the same header and lines opens; the proforma becomes Accepted (closed). Issue the invoice as usual, and record the payment on the invoice — payments are never recorded directly on a proforma.

Related: Create an invoice, Working with documents, Record and manage payments.