Proforma Invoices in Proposals
Proforma invoices are now available for all Proposals users in all your accepted proposals.
Downloading a Proforma Invoice:
Go to an accepted proposal.
Locate the Download button in the right column.
The proforma invoice should be available for download.
Accessing and Editing Proforma Invoice from Settings:
Navigate to the Settings section within Proposals.
Click on the Pro Forma Invoice subsection.
Edit the Deposit Details and Bank Details fields as needed.
Click Save in the top right corner to confirm your changes.
Editable Fields:
There are two sections you can edit to customize your proforma invoices:
Deposit Details: This likely refers to information about any required deposit from the client.
Bank Details: Update your banking information here for accurate money transfers.
Understanding the Proforma Invoice Layout:
Blue Square: This section displays the hotel's information.
Red Square: This area shows the client's contact details. If the client filled out the Invoicing Form, their invoicing details will be used instead.
Pricing: Prices will be listed with and without VAT.
Totals: A summary at the bottom will show the total amounts including and excluding VAT.
Important Notes:
Proforma invoices are currently only available in PDF format.
You cannot edit individual proforma invoices after they are generated. But many can be generated if needed.
If the Pro Forma Invoice section is missing in your settings, please contact Proposals support for activation.