A pro-forma is an abridged or estimated invoice sent by a seller to a buyer in advance of a shipment or delivery of goods. It contains the type and quantity of goods, their value, and other important information such as weight and transportation charges. The software gives you the option of producing such pro-formas that can the be converted into invoices without re-entering the information.
Pro-forma invoices are commonly used as preliminary invoices with a quotation, or for customs purposes when importing goods. They differ from a normal invoice in that they don't demand or request a payment.
You usually use a pro-forma for a new customer or a large order, for example, where you want the customer to pay before they receive the goods.
You can use this pro-forma window to produce printed pro-formas to send to your customers, for goods or services.
The format of the pro-forma is very similar to a normal invoice. For further information about the tabs and boxes available, refer to To create or edit invoices and credit notes
Sage 50 Accounts Professional only
If you select a product pro-forma created from the Sales Order Processing option, Sage 50 Accounts warns you that if you change the quantity of the pro-forma, that change doesn't save to the product record. Your software also warns you if you try to amend an pro-forma that has already been posted.
Enter your product pro-forma details, then click each of the tabs on the Product Pro-forma window in turn to enter any order, footer and payment details to your invoice.
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