Correct a proforma

Correct a proforma


Note: Only users whoseProfile User Profileallows the edition of invoices can modify a proforma.

At any time you can change yourproforma:
  1. Go to one of the tables displaying the invoice:

    1. At the level of the contact form or the page of the folder in the tab “billingâ€



    2. At the table level “Invoicesâ€" tab “billingâ€



  2. On the line of theproformato edit click on the buttonin the column “Actionsâ€



  3. Two options for editing theproformaare available:

    1. Edit the document related toproforma: click on “See the invoice documentâ€
      Note: At the proforma stage the document is in DOCX format



      The document associated with theproformaopens in a new tab with OnlyOffice word processor


    2. Edit the general amounts and information of theproformain the software: click on “Edit via proformaâ€



      The Publisherproformaopens in the Internet browser page




Attention:If you have to change the amounts of aproforma, they should be updated first in the publisherproforma, and theand then regain a document.