A proforma invoice is a draft bill you send before the final invoice, often when a customer needs to pay or approve costs upfront. In CRMit you can raise one, send it, then convert it to a full invoice when you are ready. Here is how.
From the CRMit menu, open Proforma Invoices. This shows your existing proformas and their status.
Choose Create Proforma Invoice to open a blank proforma ready to fill in.
Select the customer the proforma is for. Their billing details pull through automatically.
Add each product or service with its description, price and VAT rate. The totals update as you go.
Click Save, then send the proforma to your customer so they can approve it or pay upfront.
Once the proforma is approved or paid, convert it to a full invoice. This raises the final invoice from the same details, so you do not have to type it all again.
Tip: Use proformas when a customer needs to pay before you supply. They give a clear price to approve without counting as a formal tax invoice.
When the proforma turns into real work, raise the final invoice and get it out to your customer.
Book a quick demo and we will walk you through proformas and getting your invoicing flowing.