Proformas - Add Proforma for Balance 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.

Tip: To edit an existing Proforma Invoice record, click on it in the Orders or Proformas list view.

#Find the Sales Order click [OT] to access Order Tracker

The Order Tracker is where you see all the documents related to a specific Sales Order.

#You can already see the previous Deposit Proforma.

#Click the action button next to the SO number and click [Add Proforma]

#The screen will populate with details from the Sales Order

Complete the missing information if you need them on the Proforma.

#The tab 'Products' shows the products from the sales order. They are not amendable on this Proforma. They reflect the Sales Order.

#Go to the totals tab'

#Discount comes from the Sales Order and Transport Charge comes from the Deposit Proforma.

#Enter the balance payment required by Percentage or by Value

You can see on screen the Previous Payments from previous Proformas on this order.

#[Save] and [OT] or [Close] to go back to the Order Tracker

#The Proforma line now shows in the Order Tracker

[Actions > Print] to export the proforma to PDF

[Envelope Icon] to email the document directly from Zedonk

#If you print the 'Classic' Style

#If you print the 'Portrait' Style