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. 

Watch a video

View a video on pro-forma invoices:

 Create the pro-forma

1. Go to Invoices and credits then select New invoice.
2. In the Type dropdown, select Pro-forma.
3. In the Format dropdown, select the required format for the pro-forma, Product or Service.
4. If you're creating a product pro-forma, enter the required product code, or details if a service pro-forma.
5. Press Save.

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