Convert your orders and quotes into invoices with ease to guarantee that you are billing your customers for the specifications they requested.
Go to the main menu and click on “Documents” -> “New” -> “Proforma Invoice”. Choose the relevant customer from the drop down list, If this customer already has an open quote or order, the system will ask you if you want to base the Pro Froma on any open documents.
Let’s click on “Yes” and checkmark all the relevant quotes and orders, then click on “Continue”.
If the total sum of all the quotes/orders is equal to the sum of the proforma invoice, then all the quotes/orders will close.
Please note: if the dollar amount listed in the proforma is lower than the total sum of the order or quote, the pro forma will get closed while the other documents will remain open.
