Proforma and settlement invoice
Ask for an advance, and let its payment issue the invoice or the tax document for you.
Step by step
- Choose “New invoice” and, under the invoice type, “Proforma”. It has its own number series and no taxable supply date.
- Under “On payment, issue”, choose what follows the payment: a paid invoice, an invoice for you to complete with the paid advance, a tax document for the payment received, or nothing.
- Create it and send it. The list’s tile “Proformas only” counts it.
- Record the payment. The chosen document is issued by itself and linked under “Related documents”.
- After a tax document for a payment, finish the job with a settlement invoice: “More” › “Issue settlement invoice” on the tax document, or “New invoice” › “Settlement” with the customer. The paid advances are deducted from the total.
Related articles
- Issue an invoiceFrom an empty form to an issued invoice with its number, PDF and ISDOC.
- Corrective documentA VAT payer’s issued invoice never changes. A corrective tax document records the difference.
- Send an invoice, or only mark it as sentE-mail the invoice with its link, or just record that it went some other way.