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.

 NOTE: Only available in Sage 50 Accounts Professional. 

1. Click Sales orders and click New.
2. Change the Type drop-down menu to Proforma SOP.

 TIP: In Settings - sales order defaults, you can set new sales orders to default to a Proforma SOP.

Convert a proforma SOP to an sales order

Print a proforma SOP

The standard sales order layouts can also print proformas.

Delete a proforma SOP

If you enter a proforma in error, it's easy to delete it.

1. Click Sales orders, click Clear then select the required proforma.
2. Click Delete then to confirm deletion, click Yes.

• Pro-forma sales invoices