Proforma invoices are typically used when shipping products overseas and in any situation you will need to send an invoice before packing out your items on your Sales Order. You can get to the pro-forma invoice by adding the button to the layout, which will show up on the top of the screen. See below.
Once you click “Pro-Forma Invoice” you will see all the Sales Order lines you have below show up. If you click “Pro-Forma Invoice” and have Ascent’s Accounting Financial Package an Ascent Sales Invoice will be created. From there you will be able to print or email the invoice. See below.
If you click “Print Invoice AFP” you will see a PDF you can print
Let’s review the ProForma Invoice:
- Quantity Ordered
- Unit of Measure
- Name (Description) – here, all regular sales order lines appear; for those items that were part of a group and were selected, they also appear; the BOM-Phantom item where the components did NOT have “Show on Form”shows up – the components do NOT appear on the Pro-Forma invoice; the BOM-Phantom where the components DID have “Show on Form” clicked will appear here, along with all of those components that had “Show on Form” selected.
- Ship Date
- Unit Price
- Total – total price equals to the Quantity Ordered times the Unit Price