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Create a pro forma invoice

You can create a pro forma invoiceA request for payment before a service has been carried out. Most commonly used for new customers or those who are potential bad debtors. for customers whose accounts are on hold and for customers who have exceeded their credit limit. This is because the goods and services are not supplied until payment is received.

Enter the pro forma invoice details on the following tabs:

• Pro forma details.

  Use this to enter the customer details, and add goods, services and costs.

• Delivery and invoicing.

  Enter the delivery address, order discounts and analysis codes.

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