A pro forma invoice is a preliminary or estimated invoice sent to a customer before a job is finalised. It outlines the details and cost of goods or services. Pro forma invoices are often used when an invoice is required by the customer before you are ready to generate the finalised invoice. This can happen if your team is still working and time-sheets and/or purchase orders are still pending.
đ Note: With Pro Forma Invoices, the document will display "Pro Forma Invoice" (instead of "Tax Invoice") at the top, and the words "This is not a tax invoice" will be present at the bottom of the Pro Forma Invoice.
Terms and Conditions on Pro Forma Invoices
Pro Forma Invoices show the same Terms and Conditions as your invoices, based on your Invoice Settings:
Your disclaimer text, bank account number and bank account name appear on the Pro Forma when they're turned on in Settings â System Configuration â Invoice Settings â Layout â Terms and Conditions
Pro Forma Invoices don't show a due date
See đ¨ Personalised Invoices for how to set these up.
To generate a Pro Forma invoice:
Ensure the items required on the Pro Forma invoice (services, parts, labor, etc.) have already been added to the job.
Hover over or click the Invoice button at the bottom right of the job and either click Print Pro Forma or Email Pro Forma:
This will either open the print menu to print the Pro Forma or open the screen send the Pro Forma by email.