A pro forma acts as a placeholder before you create an invoice or sales order and does not create a binding transaction. You typically use one for new customers or large orders when you need payment before supplying goods.
You can send a pro forma to a customer before converting it to an invoice or sales order. The following steps explain the process.
NOTE:
You can create pro-forma sales orders in Sage 50 Accounts Professional. If you’re interested in upgrading, leave your details and we'll be in touch.
Cause
Resolution
NOTE:
Only available in Sage 50 Accounts Professional.
Select Sales orders and press New.
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 a sales order
Select Sales ordersand select the required proforma then press Edit.
Select the Type drop-down menu and select Sales Order then press Save.
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.
Select Sales orders, press Clear then select the required proforma.
Select Delete then to confirm deletion, press Yes.
