Create Your Pro Forma Invoice Template Excel for Product Management Effortlessly

Pro forma invoice template excel for Product Management

this tutorial demonstrates the process of working with pro forma invoices create an advance payment in the project detail to create a pro forma invoice you select at least one client job to create a new advance payment the content of the comment fields is assigned based on the selected job and reflects the communication language the clients contact has assigned in his detail you can overwrite the comment if needed the amount is assigned based on the job price you can overwrite it if needed as well you the advance payment is saved in the database along with the project and now you can create a pro-forma invoice you everything is assigned automatically so all you have to do is save the pro forma invoice now you can print the pro forma invoice or email it directly to the client the client has paid the invoice you can proceed with the project you you assign a deadline and since you need to create an invoice you have to cheat here and assign a date of delivery as well now you can create a regular invoice if you try to save the invoice and there is a pro-forma invoice for the same client that is not assigned to any other regular invoice the system will display a warning you can decide whether to use it or not click the pro forma invoices tab and add a pro-forma invoice now you can save the invoice you and print the invoice or send it directly to the client is an email attachment preview the default print template you you can also create your own print designs