What are Proforma Invoices?

What are Proforma Invoices?

In Retailer Version 3.3 and later we have introduced a new invoice status called Proforma.
  1. Proforma is a status sits between Quote and Invoice and essentially acts as an Accepted Quote.  You would only move items from Quote to Proforma after the customer has agreed to proceed and wants or needs stock reserved and ordered for the invoice.
  2. Profroma's do not form part of your sales until they have been converted to an Invoice.  
  3. You can take both progressional and in full payments against proforma invoices.  These payments are saved against the proforma and will be allocated to the invoice once it is created.  
  4. You can create a proforma for both account and non-account customers. However, with non-account customers, you will only be able to proforma the quote until it has been fully paid, at which point you can invoice it.
  5. Proforma invoices will not cancel after it has past its expiry.  Any cancellation action must be taken manually due to reserved or ordered stock items. 

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