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

Proforma Invoice is used as a preliminary bill sent to customer before the goods are delivered or shipped to inform the customer about the details of the supplies. Also, it is used if you need to request a prepayment or several payments per one Customer Order.

The Proforma Invoices document list

The list of Proforma Invoices includes all the Proforma Invoices 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 has been paid: fully (), partially (), not paid ().

Proforma Invoices can be based on documents of the following types: Quotation, Customer Order, or Invoice.

A Proforma Invoice 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: To bill the customer for the delivered goods and rendered services.
• Cash Receipt: To register any cash payments received from the customer.
• Bank Receipt: To register any payments received from the customer to your bank account.
• Cheque Received: To record any bank cheques received from the customer.

The toolbar buttons

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

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

To edit an existing document, double-click the line with the document in the Proforma Invoices 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.