How to Configure Proforma Invoice
Upmind supports proforma invoices, allowing you to set separate numbering sequences that automatically convert into regular invoices upon payment.
In this guide, we'll walk through how to set up proforma invoices for unpaid invoices.
How to Enable Proforma Invoice
To apply proforma invoices follow these steps:
- Go to Settings.
- Find the Order Options section. Then, scroll down to the Proforma Invoice section.
- Toggle ON the button to enable proforma invoices.
![a-1a.png 1110](https://files.readme.io/4226a20-client.elviravinky.net_admin_settings_invoices.png)
Proforma Invoice
- Tick the box for the invoice categories where you'd like to apply proforma invoices.
- Optionally, you can exclude proforma invoices from reports by toggling ON the option.
How to Separate Invoice Number Sequence
If you decide to make the proforma invoice number sequence different from the regular invoice, you can follow these steps:
- Go to Settings.
- Find the Order Options section. Then, scroll down to the Misc section.
- Tick the box for "Separate number sequence for proforma invoices".
![a-1a.png 1110](https://files.readme.io/ac5b657-Screenshot_2024-07-02_at_13.16.43.png)
Separate Number Sequence for Proforma Invoice
- The proforma invoice number will then automatically appear separately on the invoice, starting from Invoice #PRF-000001, and will be converted to a regular invoice upon payment.
![a-1a.png 1110](https://files.readme.io/fb0ae72-sctznkdpmoir.upmind.app_admin_clients_052d137e-08d2-41e0-753a-0495163789e6_billing_invoices_261e5098-973d-247e-739a-745e610832d7_view_3.png)
Proforma Invoice Number
- Once the invoice is paid, the invoice number will follow your regular invoice numbering.
![a-1a.png 1110](https://files.readme.io/1466045-sctznkdpmoir.upmind.app_admin_clients_052d137e-08d2-41e0-753a-0495163789e6_billing_invoices_261e5098-973d-247e-739a-745e610832d7_view_4.png)
The proforma invoice number is automatically converted to a regular invoice
How to Manage Proforma Invoice Number and Prefix
By default, the proforma invoice number is #PRF-000001. If you want to change proforma invoice number and prefix from the default, follow these steps:
- Navigate to Settings.
- Select Order Options and Find Invoice Number to customize your proforma invoices with prefixes and numbers.
![a-1a.png 1110](https://files.readme.io/0c3ae25-client.elviravinky.net_admin_settings_invoices_1.png)
Proforma invoice number and prefix
- Hit Save button.
Updated about 2 months ago