Proforma invoicing

Create a proforma document first, then generate the final invoice from the same data.

Proforma invoicing adds a proforma step to the invoice module.

You create a non-final proforma document first. You generate the final fiscal invoice from the same data after approval, delivery, or payment.

This beta can still change during the program.

What this beta does

• The beta adds a proforma flow to Backoffice Invoices.
• You can share amounts and line items before a final invoice number is booked.
• Proforma options appear alongside existing invoice actions in the invoice overview.
• Sales, execution, and finance work from the same invoice line without re-entering line items or customer data.

To join an open beta:

1. Open Beta programs from the menu.
2. Find the beta you want to test.
3. Open the beta and read the About tab.
4. Click Join beta.
5. Use the Feedback survey link while you test.

If the beta is not open yet, click I'm interested instead.

Create a proforma and convert it

1

Open Invoices

Open the invoice overview after the beta is active.

2

Create the proforma document

Use the proforma option to create a non-final document from the invoice data.

3

Send or download the proforma

Share the proforma with the customer or other teams for review.

4

Generate the final invoice

Once the flow is ready for final billing, generate the final invoice from the same data.

Some conversion behavior is still being refined during the beta.

Frequently asked questions

Do I have to re-enter line items for the final invoice?

No. The final invoice is generated from the same data as the proforma.

When is a final invoice number booked?

Only when you generate the final invoice. The proforma document is not a final fiscal invoice.

Who can join this beta?

Accounts with invoicing enabled on plan level Boost or higher.

Related topics

• Invoices
• Quotes