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.

If you generate a pro forma invoice once more you overwrite the pro forma invoice already created.

To generate pro forma invoices:

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.

   

3. If applicable, select a different Administration.
4. If applicable, enter a different Reference date.
5. If necessary, enter a different Invoice date.

   Profit adds the number of days in the payment condition, e.g. 14 days, to the invoice date and thus arrives at the expiry date (the date by which the sales contact should have paid). You set up the payment condition per sales contact.

6. Click on: Next. 

   

   You now see the subscriptions for which Profit will generate a pro forma invoice.

7. Select the subscriptions that Profit needs to invoice. You can select all subscriptions using Ctrl+A.
8. Click on: Finish. 

The pro forma invoices are generated.