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:

1. Go to Settings.
2. Find the Order Options section. Then, scroll down to the Proforma Invoice section.
3. Toggle ON the button to enable proforma invoices.

4. Tick the box for the invoice categories where you'd like to apply proforma invoices.
5. 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:

1. Go to Settings.
2. Find the Order Options section. Then, scroll down to the Misc section.
3. Tick the box for "Separate number sequence for proforma invoices".

4. 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.

5. Once the invoice is paid, the invoice number will follow your regular invoice numbering.

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:

1. Navigate to Settings.
2. Select Order Options and Find Invoice Number to customize your proforma invoices with prefixes and numbers.

3. Hit Save button.