Create one or more pro forma invoices and a (final) invoice through our platform.
To create pro forma invoices and final invoices, first activate the "Pro Forma Invoices" module. You must also activate one of the modules "Purchase Orders" or "Quotes" since a pro forma invoice is always created from a purchase order or quote.
The use of the Pro Forma Invoices module is identical for a purchase order or quote. You can therefore choose with which type of document you use this module.
Note:
In the module, you will also find 'settings.' When you click there, you can enter the advance payment percentage, which will be applied when creating the pro forma invoice.
The Pro Forma Invoices module can be used in various ways:
- Enter advance payment on purchase order or quote
- Pro forma invoice and (final) invoice
- Enter advance payment with pro forma invoice and (final) invoice
- Schedule (final) invoice
Pro forma invoice and (final) invoice
If an advance payment is required for large amounts, you can use a pro forma invoice. A pro forma invoice allows the tax authorities to collect VAT earlier.
To create a pro forma invoice, first draft a purchase order or quote with the estimated total amount. If the total of the (final) invoice is not yet clear in advance, you can still adjust the total later.
Open the created purchase order or quote.
Go to “Create Document” > “Pro Forma Invoice” to generate a pro forma invoice and enter the desired advance payment amount.
Tip! If you use a fixed percentage of the total amount when creating the pro forma invoice, you can set this percentage so that the amount of the pro forma invoice is automatically calculated. Go to “Settings” > “Advanced” > “Pro Forma Invoice Percentage” to set this up.
Advance payment and pro forma invoice
The advance payment amount that you specify during the creation of a purchase order/quote can also be combined with a pro forma invoice. If an advance payment amount is assigned to the purchase order/quote, it will be automatically included in the pro forma invoice.
In this case, the advance payment amount is not added as an automatic payment to the final invoice.
Schedule final invoice
Alternatively, you can schedule the final invoice to be automatically created at a later time. To enable this, activate the Subscriptions module.
After activating the Subscriptions module, you can schedule the final invoice from the purchase order/quote by going to “Create Document” > “Schedule Invoice.”
This sets up a subscription that will be executed only once to create the final invoice. You only need to set the desired date for invoice creation.