Use pro forma invoices

Pro forma invoices are used when you want to issue an invoice to the customer before you despatch any goods. For example, where you require a customer to pay before goods are despatched. You can also use a pro forma invoice for a new customer who puts in a large value order. If the new customer becomes a regular customer, you can convert the pro forma invoice into a sales order.

Pro forma invoices are very similar to sales orders and consist of:

Customer details, such as name, address, and terms of business.
Goods or services on offer.
Discounts awarded, if appropriate.

Once created, pro formas can have the following status:

Live. The pro forma invoice has been generated and is pending payment.
Completed. The pro forma invoice has been converted to a sales order, once payment has been received, and goods or services are despatched at that time.
Cancelled. If a pro forma invoice is cancelled, it is removed from the system and no history of it is stored.

You can create a pro forma invoice in the following ways:

Create a pro forma from new.
Copy an existing pro forma and then amend the information to suit.

What do you want to do?

Create a pro forma invoice

Create a pro forma invoice using copy

Other tasks

Amend pro forma invoices

Print pro forma invoices

Convert pro forma invoices to sales orders

Delete pro forma invoices

Reference

Set up Sales Order Processing

Set up the Price Book

Sales document workspaces and enquiries