Pro-forma sales invoices

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. 

Watch a video

View a video on pro-forma invoices:

▼Product pro-forma invoices

 TIP: This video is part of a free Sage University course. To sign up for this, or see other free Sage University training courses.

▼Service pro-forma invoices

 TIP: This video is part of a free Sage University course. To sign up for this, or see other free Sage University training courses.

 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.

Convert a proforma to an invoice

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.

• Pro-forma sales orders

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