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The Pro Forma invoice is a document that you can issue to ask for an advanced payment for the confirmation of a booking. This way, you do not have to issue an invoice and therefore avoid running the risk of issuing the relative credit note if the booking is not confirmed.

From the list of client invoices click on +.

Enter the requested data and, in the Series field, select Pro_forma.

At the moment of payment, to transform the pro forma invoice into a fiscal invoice, access the invoice and in the Series field. From here, choose the current series for your invoices and save.
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