Pro forma invoice
In PlentyONE. you can generate pro forma invoices as PDF files, for example if you want to print them or send them to your customers as an email attachment. Pro forma invoices are usually used as a preliminary invoice or as the basis for tax purposes, for example for customs when you import or export goods.
1. Setting up a document template for pro forma invoices
You can create pro forma invoices directly using the PlentyONE standard templates. If necessary, you can copy the standard template and adjust it for your needs.
1.1. Setting up document templates in DocumentBuilder
To set up document templates, you can use the DocumentBuilder (menu: Setup » Documents » DocumentBuilder). For more information on how to use DocumentBuilder, refer to the manual page DocumentBuilder.
Displaying Payment due and early payment discount on the invoice
In order for the payment terms (value date, payment due and early payment discount) to be displayed on pro forma invoices, they have to be activated when setting up the document template for pro forma invoices. |
2. Generating a single pro forma invoice
You can create pro forma invoices manually for different order types. The pro forma invoice is available for orders, offers, advance orders, repairs, warranties and for delivery orders. To do so, proceed as follows.
Creating a pro forma invoices manually:
-
Go to Orders » Orders.
→ The order overview opens. -
Carry out the search (search) to display orders.
-
Open the order for which you want to generate a pro forma invoice. Note that orders can only be opened in the list view.
-
Go to the Documents area.
-
At the top left, click on Create document (add).
-
Select the Pro forma invoice document from the drop-down list.
→ The window Create document: Pro forma invoice opens. -
Enter a date that should be displayed on the pro forma invoice.
-
Optionally enter a comment that should be displayed on the pro forma invoice.
-
Click on Create (add).
→ The pro forma invoice is created and added to the Documents area.