To access the Proforma Invoices Received document list, go to: Purchasing > Purchasing Documents > Proforma Invoices Received.

Proforma Invoice Received is used as a preliminary bill sent by supplier before the goods are delivered or shipped to inform the entity about the details of the supplies. Also, it is used if the supplier requests a prepayment or

several payments per one Purchase Order according to the payment terms.

The Proforma Invoices document list

The list of Proforma Invoices Received includes all the Proforma Invoices Received available in the system. If you don't see a specific document, filter the list by entity, company, or responsible person; rearrange the list by date or document number or use the Search field to locate the document by a string in its description, company name, or contract number. You can change the list display settings to suit your particular needs. To learn more about the list display settings, see Working with the item list. An icon in the first column indicates whether the Proforma Invoice Received has been paid: fully (), partially (), not paid ().
Proforma Invoices Received can be based on documents of the following types: Purchase Order.

A Proforma Invoice Received can be used as a basis for documents of the following types (some of the document types are available if the appropriate features are turned on):

• Invoice Received: To register the goods received and request for payment for the received goods and services.
• Cash Payment: To register any cash payments issued to the supplier.
• Bank Payment: To register any payments issued from the entity's bank account to the supplier bank account.
• Cheque Issued: To record any bank cheques issued to the suplier.
• Money Payment (Plan): To include the due payments in the cash forecast. This option is available if the Cash Flow Forecasting option is selected on the Administration > Settings > Money form.
• Invoice Received (Distribute Expenses by Period): To distribute the amount from the Proforma Invoice over several periods proportionally to calendar days.

The toolbar buttons

To manually create a new document of the Proforma Invoice Received type, click the Create button on the toolbar.

To create a document based on a Proforma Invoice Received, select the appropriate Proforma Invoice Received from the list, click the Generate button and select the required document type. The data from the Proforma Invoice Received will be automatically copied to the new document.

To edit an existing document, double-click the line with the document in the Proforma Invoices Received list. You can also select the line, right-click it, and select Edit or click More actions > Edit on the toolbar. For description of other operations, refer to List Toolbar.