How to Configure a Proforma Invoice
Setting up quotes and pre-bill drafts.
Last updated 2 months ago
A proforma invoice is a preliminary bill sent to buyers before delivery, outlining transaction details such as descriptions, quantities, prices, and terms. While not a demand for payment or an official record, it is often used for customs, pre-shipment approvals, or as a detailed quote before issuing a final invoice.
Upmind supports proforma invoices with separate numbering that convert to regular invoices upon payment.
This guide explains how to set up proforma invoices for unpaid invoices.
How to enable a proforma invoice
Go to Settings > Order Options.
Scroll to the
Proforma Invoicesection.Toggle
ONto enable proforma invoices.
Choose which invoice categories will apply to proforma invoices.
You can exclude proforma invoices from reports. (Optionally)
How to separate the invoice number sequence
To use a different number sequence for proforma invoices, follow these steps:
In Order Options > Miscellaneous, tick Separate number sequence for proforma invoices.
The proforma invoice number will appear separately, starting at
#PRF-000001, and will convert to a regular invoice upon payment.
After payment, the invoice number switches to your regular numbering sequence.
How to manage the proforma invoice number and prefix
By default, proforma invoices start at #PRF-000001. To change the number or prefix, follow these steps:
Go to Settings > Order Options > Invoice Number.
Set the prefix and starting number for proforma invoices.
