Solution Properties
Solution ID:
222001000100951
Last Modified Date:
Wed Apr 03 07:31:10 UTC 2024
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Save an invoice as a draft or pro forma
Description

Draft and pro forma invoices don't update your accounts or your customer's balance. This means you can come back and update the details before finalising.

Cause
Resolution

Difference between a draft and a pro forma

There are some similarities and differences. These are shown in the table below:


Draft InvoicePro forma
Updates your accounts✘✘
Generates an invoice number✘✘
Affects customer activity and stock levels✘✘
Allows you to create a document✘✔

A good way to think of them is this: a draft invoice is a 'sale in progress', whereas a pro forma is a 'sale waiting to be finalised'.

Draft invoices appear in your invoice list with DRAFT as the invoice number. Pro forma invoices show PROFORMA in the list.

Read more about pro forma invoices >

Create a draft or pro forma invoice

  1. Enter your invoice details as usual.
  2. Choose Draft Invoice or Pro Forma Invoice from the drop-down on the bottom left.

  1. Select the Save as checkbox.
  2. Select Save as usual to create the Draft or Pro Forma invoice.

Convert a draft or pro forma invoice into a sales invoice

  1. From Sales, select Sales Invoices.
  2. Open the draft or pro forma invoice you want to convert.
  3. At the bottom left-hand side, clear the Save as checkbox.
  4. Make any changes to the invoice as required.
  5. Select Save and the status of the invoice updates.
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