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 not be able to invoice the proforma until the proforma has been fully paid.  
  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. 

    • Related Articles

    • Printing Pick Slips for Sales and Invoices

      Pick Slips are a printable form intended for use by staff when finding the items required for a Sale or Customer Invoice, or for reserved stock on a Proforma. They contain a simple checklist of all the items on that transaction. Similar to receipts, ...

    • Recurring Invoices Report

      For more information about Recurring Invoices, click HERE. The Recurring Invoices Report allows you to see a list of your recurring invoices, showing what stock is due to be charged to each customer. Generating the Report On the top menu bar of ...

    • Reprinting Labels from Invoices

      If you have arrived an invoice or several invoices and need to reprint labels from that invoice you can do that quickly and easily from the invoice arrivals screen. This is extremely useful if you accidentally cleared the barcode queue before you ...

    • Importing Invoices from HIPP

      hiPP has the ability to send invoices in a format that allows items to be easily imported into Retailer. The steps below will explain the settings and procedures needed to do so. Setting Up hiPP for EDI Invoices From the main screen of Retailer, ...

    • Cancelling/Refunding a Proforma Invoice or Special Customer Order

      This advice will describe the steps in cancelling a Proforma Invoice or Special Customer Order, and having any balances paid credited back. From the Main Screen of Retailer click on Stock Maintenance --> Quote and Invoice Management Click on the ...