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Invoices and documents

Proforma invoices

Ask for payment before delivery with a proforma — payments become credit and apply when it turns into the tax invoice.

2 min readUpdated 26 October 2026About This Feature

A proforma has its own series (PI-), says “This is not a tax invoice.” under its title everywhere, has a valid-until date and is never overdue or reminded.

  1. Create it

    New Document → Proforma, or Create Proforma on an accepted estimate.

  2. Send it

    Customers can pay against it.

  3. Record payments against it

    They’re kept as the customer’s credit, never more than its total.

  4. Create the invoice

    One live invoice per proforma. Finalizing it applies the credit and the proforma shows Converted.

If the invoice is cancelled

Cancelling the invoice opens the proforma again, with its credit intact.

Who can do this:OwnerAdminMemberViewer — no
Related topics
Invoices and documentsCreate and finalize an invoiceCreate an invoice from scratch or from an estimate, check the preview, finalize it and send it — with every field explained.View Guide Estimates and quotationsEstimates and quotationsCreate an estimate with a validity date, send it, follow the customer’s reply and turn it into an invoice.View Guide PaymentsCustomer credit and advancesRecord advances, keep overpayments and credit notes as credit, apply credit to invoices, and see every movement.View Guide

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