A proforma invoice is a preliminary bill or estimated invoice sent to a client to request payment for your services before they are supplied.
You can issue a Proforma invoice from Project Detail or in the Finance section.
Issuing Proforma invoice from Project detail
1. Use the Action menu and click on Proforma
2. In this case when you are starting from Project, Allfred automatically prefills Project details in the first step of invoicing. If some details are missing, enter them and click on Next step
3. In the second step of invoicing, set the Issue date, Due date (will be filled automatically based on billing address settings on client level). These dates are visible only for CFO role.
4. Choose the currency and insert the text and required amount.
5. Click on Create proforma. In case you have a Project manager, Team leader or Managing director role, the button "Submit a Proforma" will be displayed.
Issuing Proforma invoice from Finance section
1. Go to Finance section -> Proforma Invoices
2. Click on Add new
3. Instert Project details
4. Continue as described above
Generating the invoice
By creating a Proforma invoice, you generate an invoice and automatically a .pdf document. You can find the Proforma invoice in the "Proforma invoices" within Finance section.
How to get to the Proof of received payment
The receipt for the received payment is generated automatically after marking the Proforma invoice as "Paid".
Proof of received payment is available both from the list of "Proforma invoices" and from the list of "Outgoing invoices"
Proforma invoices - by clicking on the preview icon, you will be able to view the Proforma invoice or payment receipt.
Outgoing invoices - Use the "Type" filter for displaying Payment receipts.
The Proforma invoice and payment receipt are linked. You can access this information via the document detail by clicking on the document number.
