Payment of a proforma
When you record the payment of a proforma, we issue the document that follows it and send it to the customer.
Step by step
- Under “Settings” › “Defaults”, choose under “When a proforma is paid, issue” what the payment should produce. A new proforma starts with it, and the form changes it under “On payment, issue”.
- On the paid proforma, choose “Record payment”. The payment page shows “When a proforma is paid, issue”, and you can change it for this one payment.
- A “Paid invoice” is issued once the payment covers the whole proforma; the new invoice is already marked paid.
- An “Invoice to complete, advance deducted” is prepared as a draft for you to add further lines to; the paid advance is deducted on it.
- A “Tax document for the payment” is issued for the amount of every payment received, a partial one too.
- The issued document is under “Related documents” on the proforma’s detail. Under “Settings” › “E-mail”, the switch “Send the documents a paid proforma issues” decides whether we send it to the customer.
Good to know
A VAT payer who received a payment on a proforma without a tax document for it finds the button “Issue tax document” on the payment.
An invoice to complete stays a draft and is sent nowhere until you issue it.
Related articles
- Proforma and settlement invoiceAsk for an advance, and let its payment issue the invoice or the tax document for you.
- Record a paymentRecord a payment on the document’s detail or from the list. A full payment settles the document, a partial one leaves it open.
- Undo a paymentDelete a payment recorded by mistake and the document is unpaid again. The issued document itself does not change.