Sales invoice from Sales proforma invoice
We will take a look on how to create and manage Sales invoice from Sales proforma invoice.
Once you create a Sales proforma invoice check the total due of the invoice, you will need this in the next steps. Creating Sales invoice from Sales proforma invoice is the same as creating new Sales Invoice.
1. Click on Sales invoice from the Job, Sales invoice or quick button.
2. Complete all mandatory fields.
3. Fill in the Specification with the text for example: “Sales invoice to Sales proforma invoice nr. CI-PF-20-00003″
4. Fill in the column called Received payments in the Sales invoice with the total due included VAT of the Sales proforma invoice.
5. Press the Save button.
6. Perfect, you have created the new Sales invoice from Sales proforma invoice.
Get in Touch
If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on www.Teamogy.com in the lower right corner) and you will get prompt reply.