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Prepare a proforma for your customer with items, an amount and payment terms. Keep it in your sales workflow and move to an invoice when appropriate.
From everyday work to organised records. See how the workflow connects.
A proforma has its own label and numbering. The customer sees the terms of the planned transaction.
Domestic sale with 23% VAT.
Use the proforma details to prepare an invoice and retain the link between the documents.
400,00 / 1 000,00 zł
After receiving payment, review its link to the document and invoice. Determine the appropriate invoice type for the amount received.
Your customer gets clear terms, and you keep the sales workflow connected.
Add the customer, service or goods, price and payment terms.
Reuse the proforma details. Check dates and the appropriate document type.
Match the receipt to the right invoice and review the remaining balance.
No. A proforma sets out transaction terms. Before accounting for a payment or delivery, check which actual invoice needs to be issued.
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