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How to raise a Proforma Invoice
Simple question: How do I raise a Proforma Invoice?
I realise I can create an Invoice with zero set for payment terms, but the document is still labelled as 'INVOICE', and not 'PROFORMA INVOICE'.
And besides, an Invoice is probably the wrong document type for that anyway - doesn't an Invoice imply the service/product has already been supplied?
Matthew
I realise I can create an Invoice with zero set for payment terms, but the document is still labelled as 'INVOICE', and not 'PROFORMA INVOICE'.
And besides, an Invoice is probably the wrong document type for that anyway - doesn't an Invoice imply the service/product has already been supplied?
Matthew
I’m indifferent
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Inappropriate?Hi Matthew,
Two ways I think you could handle this:-
A) On the invoice enter a line for a comment and put " Pro Forma Invoice - A VAT Invoice will be issued on receipts of payment"
B) Maybe use an estimate - but put the same comment line in
Neither are perfect I know, but a reasonably acceptable work round which your prospective client should be ok with.
Failing that a word doc :-)
As far as the timing is concerned from an accountancy point of view, there is no problem raising an invoice before services are rendered. The tax point will be date of the invoice for vat, as fars as accounting is concerned afterwards, it would depend on whether the services is eventually rendered or not !
Phil
I’m confident
