Proforma invoices

A proforma invoice is a non-accounting document. It lets you track an expected receipt against a sale order before a tax invoice exists, without touching your receivables.

Create and list proforma invoices

1. Open Finance → Proforma.
2. Create a proforma against a sale order: it carries the SO reference, customer, raised date and amount.
3. The list shows SO reference, customer, raised date, amount and realization status.
4. Search by reference or customer to find a proforma.

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Add a screenshot here: the proforma list showing the SO reference, customer, raised date, amount and realization status columns, with the search box.

It does not affect receivables

A proforma is not a receivable, so it posts nothing to AR. Creating a 50,000 proforma against a sale order leaves the customer’s AR outstanding unchanged.

Realization status

Each proforma carries a realization status that advances as money arrives or as the order converts:

• Pending: created, nothing received yet.
• Partially realized: an advance or part payment has been received against the sale order.
• Realized: fully received, or the sale order has converted to a tax invoice.
• Cancelled.

For example, after you receive a 25,000 advance against the sale order, the proforma’s status moves to Partially realized.

The sale-order reference comes from Sales, and realization advances as advances are received (see Customer payments).