| Description | A proforma is provided in advance of an Invoice or Sales Order and serves as a model 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: Proformas aren't available for suppliers. To use Proformas you need Sage 50 Accounts Standard or Professional, leave your details and we'll be in touch if you want to upgrade.
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Resolution | Proforma invoice process How to create, convert, print and delete a proforma invoice > Create a proforma invoice - Click Invoices and credits and click New invoice.
- 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 - Click Invoices and credits and select the required proforma then click Edit.
- Click the Type drop-down menu and click Invoice then click Save.
 Print a proforma The standard invoice layouts can also print proformas. Delete a proforma If you enter a proforma in error, it's easy to delete it. - Click Invoices and credits, click Clear then select the required proforma.
- Click Delete then to confirm deletion, click Yes.
Proforma sales order process
[BCB:123:Limitless - 50 Accounts - Sales / Purchase Orders:ECB]
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