How to issue a pro forma invoice and convert it to an invoice.

December 27, 2018Karol Wojtyła

Creating pro forma documents is an additional way to confirm a transaction. Before you can issue a pro forma you will need to have entered the numbering format for this type of document.

How to issue a pro forma invoice:

To create a pro forma invoice:

  1. Go to Finance Module.
  2. Go to Invoices.
  3. Click Add.
  4. Select “Add proforma invoice” from the drop-down.

create pro forma invoice

When the pro forma editing window appears:

  1. Select the contractor
  2. Tick the transaction assigned to him.
  3. Edit the details as needed.
  4. Click Save and close.

Edit Pro Forma

How to issue an invoice for a pro forma:

Once the student has paid the pro forma (change the printed status above) you can create an invoice.

  1. Go to Finance Module.
  2. Click Invoices.
  3. Find and click on the pro forma.
  4. Click on the Issue Normal icon.

convert pro forma

You will then be asked what type of invoice you want to create:

type of invoice to create

That will then produce the invoice for you:

produce invoice