![]() ![]() To produce one or two documents, it is recommended that the Fees Account display is used. Clients included on the document run can be filtered by using the selection tab and the additional tab.įees documents are printed using the document processor. The quantity of documents produced will be dependant on how many client documents posted fall within the document date range. This includes documents for invoices, proforma's, credit notes, VAT receipts, cancelled / contras and reversed / reversals. The documents produced are dependant upon selections made within items included section. ![]() For example, to produce 100 proforma invoice documents to send to clients. The bulk Fees documents allows for multiple documents to be produced in a single run. For example, to produce a proforma invoice document. It can also be referred to as a pro forma invoice or performa invoice. Print the proforma invoice documents (bulk)īy using the Bulk Fees documents screen, proforma invoice documents can be produced for proforma invoices entered into the Fees Ledger. A Proforma Invoice template is an important document used when selling goods Internationally. This is the default proforma invoice layout, displaying the proforma invoice gross value with remittance advise.īoxed proforma with disbursements This proforma invoice content is displayed within a boxed table, allowing up to 7 custom narratives with subtotals. Below are descriptions of the proforma invoice templates. ![]() To begin using proforma invoices first select the proforma invoice template to be used.Ĭlick Here for a template illustrating the standard fees templates supplied. The format and layout of the proforma invoice document is based upon a template system within the Fees Ledger. What is a proforma invoice A pro forma invoice is a quote in an invoice format that is offered prior to the delivery of goods and services to the buyer. This is an option that can be set on each invoice posting within the Fees Ledger, or selected by default from within the Fees Ledger options, general tab.Ĭlick here for further details on practice types. Proforma invoice documents can be produced for invoice's posted as proforma. Set the VAT option within the Fees Ledger Once a proforma invoice has been posted to the Fees Ledger. Within the Fees Ledger, documents can be produced and then sent to clients if required. ![]()
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