This guide explains how invoices can be raised as Proforma or Normal (Non-Proforma) Invoices, depending on whether they originate from Projects or Sales Quotes.
1. Proforma and Normal Invoices from Projects
a. You can go to Projects > Finance
b. Click on the + icon on the top and click on Invoice
c. By default, the Upfront invoice will be created as a Proforma invoice. You can select the Claim # dropdown to select 'Upfront'. Upfront → sets the invoice as Proforma
d. Users can select Claim #1 instead of Upfront to generate a Normal invoice
e. Any invoices after the first claim (e.g., Claim #2, Claim #3, etc.) will automatically be Normal invoices.
2. Proforma and Normal Invoices from Quotes
a. You can go to Sales > Quotes and select the + button at the top to create a quote
b. Ensure the checkbox on the quote that specifies "Requires Proforma" is NOT ticked.
Invoice Generation - When the invoice is generated from the quote:
If unchecked: A Normal invoice is created.
If checked: A Proforma invoice is created.