Analyse pro forma invoices

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.

To analyse pro forma invoices using the Totalizer:

  1. Go to: Subscriptions / Invoicing / Pro forma invoices.

    In the view, you see the existing pro forma subscription invoices.

  2. Click on the action: Create pro forma invoices.

    Sub_Pro forma facturen analyseren 1

  3. Enter the Reference date. For example, the first day of the next month.
  4. Leave the Invoice date set to today. This is not important for the pro forma subscription invoices if you are not going to print or e-mail them.
  5. Click on: Next. 
  6. Press: Ctrl+A to select all subscriptions.
  7. Click on: Finish. 
  8. Start the Totalizer from the toolbar (Ctrl+Y).

    Sub_Pro forma facturen analyseren 2

    You now see a quick analysis of the pro forma invoices from this one pro forma invoice run.

Directly to

  1. Pro forma invoicing
  2. Generate pro forma invoices
  3. Delete pro forma invoices
  4. Analyse pro forma invoices using the Totalizer
  5. Issue pro forma invoices to sales contacts via e-mail or in print