Proforma invoice

You can send a Proforma Invoice (draft invoice) to the customer before the trip takes place. This gives your customers a clear view of expected costs in advance.

In the order window, choose the trips you would like to add to the proforma invoice. Click the action button and select "Send Proforma Invoice".

The Proforma is an exact copy of the upcoming invoice draft and can only be sent once, unless you delete the draft from the invoice worklist.

Important: If some trips in the order are already invoiced, the Proforma will only include the trips that haven't been invoiced yet.