Manage a document from a proforma
You haveedited your proforma. The next step is to generate the invoice you will provide to the customer.
Prerequisites:
- have at least one invoice model (= matrix) in Settings >Models of document
- havingedited your proforma
There are 2 methods to manage a document from ainvoice proforma:
1. 1. Direct method
- On the proforma invoice, select the buttonSave and edit.
A window opens:
- Choose amodel of documentwith which your proforma invoice will merge.
- Nameyour document
- Click on the buttonGenerate
The text editor opens. You note that the information you have chosen to tag on your material models has merged with that entered in your contact sheets or that contained on the proforma invoice such as amounts HT or VAT.
NB: The invoice number and invoice date will be established when the invoice is validated.
- Make changesif necessary
- Click onSave and closefor your issued invoice to register.
2. Indirect method
- You started working on one or more proformas invoices
- You have chosen to click on the buttonSave and closebecause you did not want to go further in the billing process at that time.
To continue billing and manage a document on your proforma:
- Go to the tabBilling
- Click on Invoices
- To find the proformas more easily, use the different filters at your disposal (Statute, Client, File, Date etc.)
- Find the invoiceproformafor whichyou want to manage a document.
- Click on theaction buttonat the end of the line
- Click onManage a document
The window below opens:
- Choose amodel of documentwith which your proforma invoice will merge
- Nameyour document
- Click on the buttonGenerate
The text editor opens. You note that the information you have chosen to tag on your material models has merged with that entered in your contact sheets or that contained on the proforma invoice such as amounts HT or VAT.
NB: The invoice number and invoice date will be established when the invoice is validated.
- Make changesif necessary.
- Click onSave and closefor your issued invoice to register.
The invoice will be visible in the Billing tab of the folder(if you charge the file) or the customer listing if you charge from it) and only for users with billing right.
You canvalidate your invoiceand pass it into statusTo paymanually orby clicking onSend by emailorPrint and Poster.