A proforma is provided in advance of an Invoice or Sales Order and serves as a placeholder for the transaction. By itself, it's not a binding transaction. You'll usually use a proforma for a new customer or a large order, for example, where you want the customer to pay before they receive the goods.

You can send pro-formas to your customers before you convert them to an Invoice or Sales Order, as per the type of pro-forma you've created. Let's look at the proforma process.

NOTE: Pro-formas aren't available for suppliers. To use Pro-formas you need Sage 50 Accounts Standard or Professional, leave your details and we'll be in touch if you want to upgrade.

Create a proforma invoice

1. Click Invoices and credits and click New invoice.
2. Change the  Type drop-down menu to Pro-forma.

 TIP: In Settings - Invoice Defaults, you can set new invoices to default to a Pro-forma.

Convert a proforma to an invoice

Print a pro-forma

The standard invoice layouts can also print pro-formas.

Delete a pro-forma

If you enter a pro-forma in error, it's easy to delete it.

1. Click Invoices and credits, click Clear then select the required pro-forma.
2. Click Delete then to confirm deletion, click Yes.

• Pro-forma sales orders