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.

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