{"id":12652,"date":"2018-12-27T15:25:43","date_gmt":"2018-12-27T15:25:43","guid":{"rendered":"https:\/\/www.schoolmate.com.ua\/tutorial\/how-to-issue-a-pro-forma-and-convert-it-to-an-invoice\/"},"modified":"2024-03-16T16:43:13","modified_gmt":"2024-03-16T16:43:13","slug":"how-to-issue-a-pro-forma-and-convert-it-to-an-invoice","status":"publish","type":"tutorial","link":"https:\/\/www.schoolmate.com.ua\/uk\/tutorial\/how-to-issue-a-pro-forma-and-convert-it-to-an-invoice\/","title":{"rendered":"How to issue a pro forma invoice and convert it to an invoice?"},"content":{"rendered":"

Creating pro forma documents is an additional way to confirm a transaction.\u00a0Before you can issue a pro forma you will need to have entered the\u00a0numbering\u00a0format<\/a><\/span><\/span> for this type of document.<\/p>\n

How to issue a pro forma invoice:<\/span><\/h2>\n

To create a pro forma invoice:<\/p>\n

    \n
  1. Go to Finance Module.<\/li>\n
  2. Go to Invoices.<\/li>\n
  3. Click Add.<\/li>\n
  4. Select “Add proforma invoice” from the drop-down.<\/li>\n<\/ol>\n

    \"create<\/a><\/p>\n

    When the pro forma editing window appears:<\/p>\n

      \n
    1. Select the contractor.<\/li>\n
    2. Tick the transaction assigned to him.<\/li>\n
    3. Edit the details as needed.<\/li>\n
    4. Click Save and close.<\/li>\n<\/ol>\n

      \"Edit<\/a><\/p>\n

      How to issue an invoice for a pro forma:<\/strong><\/span><\/h2>\n

      Once the student has paid the pro forma (change the printed status above) you can create an invoice.<\/p>\n

        \n
      1. Go to Finance Module.<\/li>\n
      2. Click Invoices.<\/li>\n
      3. Find and click on the pro forma.<\/li>\n
      4. Click on the Issue Normal icon.<\/li>\n<\/ol>\n

        \"convert<\/a><\/p>\n

        You will then be asked what type of invoice you want to create:<\/p>\n

        \"type<\/a><\/p>\n

        That will then produce the invoice for you:<\/p>\n

        \"produce<\/a><\/p>\n","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"template":"","meta":{"_acf_changed":false},"class_list":["post-12652","tutorial","type-tutorial","status-publish","hentry","tutorialcategories-finance-faqs-1"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.schoolmate.com.ua\/uk\/wp-json\/wp\/v2\/tutorial\/12652","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.schoolmate.com.ua\/uk\/wp-json\/wp\/v2\/tutorial"}],"about":[{"href":"https:\/\/www.schoolmate.com.ua\/uk\/wp-json\/wp\/v2\/types\/tutorial"}],"author":[{"embeddable":true,"href":"https:\/\/www.schoolmate.com.ua\/uk\/wp-json\/wp\/v2\/users\/4"}],"wp:attachment":[{"href":"https:\/\/www.schoolmate.com.ua\/uk\/wp-json\/wp\/v2\/media?parent=12652"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}