The proforma invoice is used for customs processing.
This is not a real invoice, but a report that looks like an invoice. The proforma invoice is used as documentation for transport abroad.
It is possible to create a proforma invoice from the quotation and order screen.
- Use proforma invoice: When this is activated, you can create a proforma invoice from the quotation and order screen
- Use retail sales price only: If this is activated, the recommended retail price is always selected. If it is not activated, it retrieves the recommended retail price from the customer card, or alternatively from the customer project.
- Terms: The terms entered will be displayed on the proforma invoice
Quotation and Order Screen
It is only rental and accessories that are not returned for which it is possible to create a proforma invoice
- Click on the Documents tab
- Create proforma invoice
- Select the products to be included on the proforma invoice
- Enter: Unit weight (kg), Total weight: Unit weight * Quantity, HS code, Unit sales price is retrieved from recommended price or customer card/project depending on what you have selected in the settings on quotation/order.
- Enter volume/dimensions, country of origin of selected products, etc.
You have the option to edit (pencil) or delete (trash can) the proforma invoice in the column on the right. When editing, the PDF printout will be updated with the new values.
Printing
- Select print
- Include documents
- Select the proforma invoice