Pro Forma Invoices can now be generated from within the Invoicing system. On completion of the Invoice a new ‘Complete as Pro Forma Invoice’ option is available.
If the Customer is configured for Invoice eDocs the system can email the Pro Forma Invoice to that same configured email address if the edocs box is ticked when printing. Your site will be configured with your new Pro Forma Invoice layout however you will need to set the reply email address, subject, etc in Edoc Document Types > Wholesale Invoice – Pro Forma Invoice.
Once the Invoice has been completed as a Pro Forma Invoice it can be viewed in Invoice Maintenance and it will have a new status type of ‘Pro Forma Invoice’. The Invoice will be required to be authorised in Invoice Maintenance using the ‘Authorise’ button to move the Invoice forward to a Picking Slip / Invoice. A User Group can be defined to authorise Pro Forma Invoices in Debtor Configuration > Authorise Pro Forma Invoice (on install the User Group will be set to the same group defined in ‘Authorise Overdue Acc Only’)
