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Pro forma invoicing

With pro forma invoicing in Profit Subscriptions you can see in advance what you are are actually going to invoice.

Content

Video

Description

In Profit Subscriptions you can see in advance what you are going to invoice.

Profit only determines which subscription lines are eligible for invoicing and which prices are valid at that time when the invoice is generated. You cannot undo or make simple changes to subscription invoices. By generating pro forma invoices, you see who and what amounts you are going to invoice. In addition, you can then still make changes before you generate the final subscription invoices.

Note:

When generating pro forma invoices, Profit only creates an invoice for the next period to be invoiced.

You can print and/or e-mail the pro forma invoices to your sales contacts.

You can also generate reports and analyses based on pro forma invoices. For example, reports showing the total amount to be invoiced on a specific date for all subscriptions that are eligible for invoicing.

You can use multiselect for the actions you can perform in the Pro forma subscription invoice view. However, this does not apply to the E-mail action.

Procedure

  • Generate pro forma invoices

    You can now generate pro forma invoices from the subscriptions. The number of the pro forma invoice is the same as the subscription number.

  • Delete pro forma invoices

    You can easily delete pro forma subscription invoices. You then delete all visible subscription invoices.

  • Analyse pro forma invoices using the Totalizer

    Before actually generating the subscription invoices you can analyse pro forma invoices using the Totalizer. So for example you can view the total amount to be invoiced for the coming invoice run.

  • Issue pro forma invoices to sales contacts via e-mail or in print

    You can select the issue method for your pro forma invoices: print invoices manually, e-mail a single invoice or issue multiple invoices in bulk according to the preferred method of the contact using the Output wizard.

Process

Invoice