In many agencies, it’s common to issue a summary (final) invoice after a proforma invoice has been paid and the service has been delivered. A summary invoice includes a full breakdown of the service and subtracts the prepaid amount.
You can read more about how to issue a manual summary invoice here.
But there are cases when you want the summary invoice to be issued immediately after the proforma invoice is paid - without waiting for project delivery. Allfred allows you to automate this process per project, including automatic generation of a payment receipt.
🔧 How to enable automatic summary invoicing
To activate automatic summary invoicing, you first need to set up an automated invoicing plan for the project.
Step-by-step:
Go to the project detail and open the Invoicing plan tab.
Enable the toggle Automated.
Fill in the necessary details:
Type of invoice (proforma)
Issue date
Amount
Turn on the Issue invoices automatically toggle.
Fill in the invoice settings as needed.
Make sure to check the box Create summary invoice after proforma payment.
Close the window and click Update.
✅ Once the proforma invoice is paid, Allfred will automatically:
Generate a payment receipt
Create a summary invoice, which you can find in Finances → Outgoing invoices
🧠 Tip: Want to do this only for specific proforma invoices?
You don’t have to automate the entire invoicing plan.
If you only want to issue a summary invoice automatically for selected proformas, you can do it manually like this:
When marking the proforma invoice as paid, check the box Summary invoice.
This will instantly generate a summary invoice based on that proforma payment.
