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Pro-forma sales invoices

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Summary

How to process pro-forma sales invoices in Sage 50 Accounts.

Description

You provide a pro-forma before an Invoice or Sales Order and as a placeholder for the 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. 

NOTE:

You can create pro-forma invoices in all variants of Sage 50 Accounts except for Sage 50 Accounts Essentials. If you’re interested in upgrading, leave your details and we'll be in touch. 

Watch a video

View a video on pro-forma invoices:

 

Resolution

 Create the pro-forma

  1. Go to Invoices and credits then select New invoice.
  2. In the Type dropdown, select Pro-forma.
  3. In the Format dropdown, select the required format for the pro-forma, Product or Service.
  4. If you're creating a product pro-forma, enter the required product code, or details if it's a service pro-forma.
  5. Press Save.

TIP:

In Invoice & Order Defaults, set new invoices to default to 'Pro Forma' and Sales Orders to default to 'Product Pro Forma (SOP)'.

 

Convert a proforma to an invoice

  1. Go to Invoices and credits, select the required pro-forma, then press Edit.
  2. Press the Type dropdown menu, choose Invoice, then press Save.

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Print a pro-forma

The standard invoice layouts can also print pro-formas.

Delete a pro-forma

If you enter a pro-forma in error, it's easy to delete it.

  1. Click Invoices and credits, click Clear then select the required pro-forma.
  2. Click Delete then to confirm deletion, click Yes.

 

Related Solutions

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