Proformas - Mark as Paid

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

#From Order List View and set the document type as Proforma

#You now see a list of your Proformas in this season. The status Icon shows if the PF has already been marked as PAID

#You can make a selection of Proformas and use the Bulk Action to mark them as paid

For multiple Proformas at once, check the Manual on Bulk Actions

#Or you can mark an individual Proforma as paid

#Click on the PF number to access the Proforma.

#Tick [Paid] then amend the paid date if needed

Tip: Check the amount received is the same as the proforma invoice before ticking. Under or overpayments cannot be recorded in Zedonk.

#[Save] and [Close]

#The paid icon is now displayed for this Proforma

#..and the PDF export would show the PAID stamp.

#Use the filters, to show only paid or only unpaid Proformas

To see a report of paid and unpaid proforma, exportable to excel/csv, check the Manual on Full Proforma List