Proformas

A Proforma is a Sales Order sub-document generated to request a deposit payment

After a Proforma has been raise for the deposit, you can generate a proforma for the balance owed against the total value of the order.

You can create a proforma invoice for specific item quantities on a Sales Order. This is useful if you need to request payment before shipping.

Proformas can be generated by quantity rather than the value of the complete shipment.

You can make a proforma Inactive. The Inactive Status is halfway to delete and the record will no longer show unless you specifically look for it.

Mark a Proforma as paid once payment has been received. Marking Proformas as paid will allow you to review both on screen and on Reports

Once a Proforma has been created within the Order Tracker area of an Order, you have the option to export to PDF - your Deposit and Balance Proformas created.