Proforma invoice

Sending a Proforma Invoice

A Proforma Invoice allows you to send customers a preview of their expected costs before the trip takes place. It mirrors the upcoming invoice draft and provides transparency, helping customers understand pricing in advance.

Step 1: Open the Order Window

Go to Sales → Orders.
Open the order containing the trips you want to include on the Proforma Invoice.

Step 2: Select the Trips to Include

In the order view, tick the checkboxes next to the trips you want to include.
Click the Action button.
Select Send Proforma Invoice.

📤 This will generate a Proforma Invoice based on the selected trips.

Important Notes

🔄 If the order contains previously invoiced trips:
Only uninvoiced trips will be included in the Proforma Invoice.
🧾 The Proforma is an exact copy of the invoice draft that will later appear in the Worklist.

🛠 Troubleshooting

Proforma Invoice option not appearing

Ensure at least one trip in the order is selected.
Verify that the order has at least one uninvoiced trip.

Customer did not receive the Proforma

Confirm their email address under Sales → Customers.

Selected trips are missing from the Proforma

Trips that are already invoiced will not appear.
Check the order history to see which trips have been previously invoiced.

Still having issues?