Proforma

Pro forma Invoice

SPM documentation (v4.4.0.0)- March 1st 2011 – Written by Rémi Equoy

Introduction

A Pro forma Invoice enables to ask for money from a quote before creating an order.

Into SPM a Proforma may be created from one or more Quotation.

A Proforma is like a Customer Invoice with the following differences:

• The document number manager is managed by a Proforma type.
• The Type of invoice is Proforma.
• The Proforma Invoice have it's own list.
• The Linked document doesn't exist anymore.
• The tab to collect documents is named Quotation and is populated by quotes.
• The Synthesis tab doesn't exist anymore.
• A Gross total and a Required payment fields enable to modify the Total amount.
• The Total paid field is no longer computed but may be manually edited. Note: This value is voluntary not saved.
• The warnings located around total fields don't exist anymore.

How to create a new Proforma Invoice :

1. From a Quotation (see Quotation/Total)

OR

2. From the main menu or Start Page:

• New Proforma
• Select a Customer
• Add quotes into the Quotation tab

Characteristics

When an Proforma is created, the characteristics of each Part Number line will not be included except if the option is selected into the Customer form.

• Made in (except if Customer/Invoicing options)
• Made by (except if Customer/Invoicing options)

IMPORTANT NOTE : A Proforma cannot be paid by a Payment like a Customer Invoice. A Proforma Invoice enables to receive money which will be available for the next Invoice.

See also - Customer Invoice - Quotation - Payment -

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