How to create Pro Forma Invoices?

Owned by Nadiia Jackiewicz
Last updated: Nov 26, 2024 by Damian Rozmiarkowski
2 min read

To start using Pro Forma invoices in XTRF, you need to enable them first in Configuration → Clients and providers → Client settings → Payment terms tab → tick use pro forma invoice checkbox:

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Once it is enabled, in the Invoicing module → Add task-based client pro-forma invoice button will be enabled:

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Pro Forma invoices can be converted into regular invoices:

As soon a Pro Forma invoice is created, the receivables are blocked in the project. So there will be no chance to modify receivables of the invoiced tasks.

Pro Forma invoice uses separate document templates. If you have customized your invoice templates, it will be necessary to do the same customization for the Pro Forma templates.

The Pro Forma invoices have an individual numbering scheme (Configuration menu → Templates → Numbering Schemes).