Proforma

Here you can customize the text displayed on proforma invoices. You can also configure the numbering format and define messages shown exclusively on proformas.

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Numeration

The numbering rules for quotations are the same as for regular invoices. You can read more in the invoice settings section.

Options

  • Show proforma amounts in the summary row of the document list. Enable this option if you want the total of proforma invoices to be included in the summary row.

    • Convert proforma to invoice

    A proforma can be easily converted into an invoice. Simply select a proforma from the list and right-click to open the context menu. Then choose the Convert to Invoice option. This will open the invoice details dialog with a new invoice that includes the same items and totals as the selected proforma.