To create proforma invoice choose Proforma invoices<\/strong> from Operations<\/strong> menu and click on green “New proforma invoice<\/strong>” button.<\/p>\n 1.<\/strong> Choose client or create a new one Adding and filling of proforma invoice rows works similarly to regular sales invoices rows. You can read more about this in the Sales invoices \u2013 settings and how to create<\/a> manual.<\/p>\n Difference from sales invoices is that payable prepayment sum<\/strong> is also shown on proforma invoices after total sums.on proforma invoices.<\/p>\n Proforma invoice can be sent to client e-mail from Operations<\/strong> menu by clicking on Send out proforma invoice<\/strong> link.<\/p>\n When prepayment comes in then it can be bound to proforma invoice either by clicking on Mark as paid<\/strong> under Operations<\/strong> menu or via bank import<\/strong>.<\/p>\n To have a better overview which proforma invoices have been converted to sales invoices we suggest making “Sales invoice<\/strong>” column visible in the proforma invoices list. If no sales invoice has been created for a specific proforma invoice then “is not<\/strong>” is shown. Otherwise sales invoice numebr is shown.<\/p>\n To create sales invoice from proforma invoice<\/strong> open specific proforma invoice and choose Prepare a sales invoice from a proforma invoice<\/strong> from Operations<\/strong> menu.<\/p>\n![\"\"](\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/08\/proforma_invoices_01.png\")
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2.<\/strong> Check that proforma invoice percent is correct
3.<\/strong> Choose delivery address if necessary
4.<\/strong> Add contact details if necessary<\/p>\n<\/a><\/p>\n<\/a><\/a><\/p>\n