A pro-forma invoice is a re-useable template for a customer invoice. You can use a pro-forma invoice to create a customer recurring invoice.
To create a pro forma invoice, follow the steps below.
Go to Customers, Transactions, Templates, Pro-Forma - Create or Modify.
Select the Customer Code, Pro Forma Number and Customer Address Details in the Customer Details task area.
Enter Contact, Date, Description and Price Code from within the Pro Forma Details task area.
📌Note: for steps 2 and 3 above, Leave the Customer Details and relevant Pro Forma Details as blank if you are going to use for more than one customer, but enter the Pro Forma Number.
Enter the required Product Codes etc. as per a normal invoice, and use Zoom In to add extra details to each line as required.
Click Accept (F9), Finish (Esc), then Accept (F9) to save the Pro Forma Invoice.
Click Close (Esc) to close the screen.