Proformas
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.

Cause
Resolution

Proforma invoice process


Proforma sales order process


[BCB:123:Limitless - 50 Accounts - Sales / Purchase Orders:ECB]





Steps to duplicate
Related Solutions