Managing Pro Forma Invoices
Certain business use cases require merchants or suppliers to issue pro forma invoices. Pro forma invoices are commonly used as preliminary invoices with a quotation or for customs purposes, to give an example of the charged prices, or to ask for an advance payment. After the goods or services are supplied, the pro forma invoice is closed and the final invoice is issued.
For general information about pro forma invoices, see Pro Forma Billing Concepts.
Pro forma billing is available as of JustOn 2.47.
Creating Pro Forma Invoice
The creation of a pro forma invoice is controlled using the ON field
ON_Type on the source object, which can be an opportunity or an arbitrary object.
Make sure that using pro forma invoices is enabled. For details, see Enabling Pro Forma Billing.
Open the object record for which you want to create a pro forma invoice.
Set the field
Optionally, set one of the fields
ON_DepositAmountto request an advance payment.
ON_DepositRatedefines a percentage rate to calculate the requested deposit, whereas using
ON_DepositAmountdefines a fixed value for the deposit.
If both a deposit rate and a deposit amount is defined, the amount takes precedence.
Click Save to apply the record settings.
Create the pro forma invoice for the object record.
This generates the draft invoices for the corresponding objects.
If you apply a deposit, the pro forma invoice is subject to the usual invoice proceedings and business processes: payment registration, which creates the corresponding balances, and dunning, if necessary.
Closing Pro Forma Invoice
You must close the pro forma invoice before you can create the final invoice. To close a pro forma invoice, you use a custom process, which must be set up accordingly.
The process criteria that start the execution depend on your use cases. For example, you can use a custom checkbox field
Close Pro Forma Invoice on the source object to trigger the process when the checkbox is selected.
Once the process has closed the pro forma invoice, you can create the final invoice the same way and based on the same source records as the pro forma invoice.
Contact the person who has set up pro forma billing for your org to find out how to close pro forma invoices in your business use cases.