Configure pro-forma billing details and print documents

Steps

1. Open Pro-forma and its Billing profile action with the required management access.

2. Enter Legal name, Registration number, TIN / tax ID and Registered address. Review Pro-forma prefix, Invoice prefix, Receipt prefix and Hold hours.

3. Enter Bank-transfer instructions, Default terms and Document footer, then choose Save billing profile. New offer versions use these details; previously issued versions retain their frozen supplier and document information.

4. Open an offer's Share & document area and choose PDF or Print. Check the offer reference and version before distributing it.

5. After conversion, review the available final documents and their payment state. A pro-forma is not itself a payment receipt or final posted invoice.