You can use the Proforma Invoice parameters.
#Proforma invoices templates code#
Here you will add a new template and code the content of the Proforma Invoice.
Proforma Invoice templates are created just as the usual accounting Invoices templates in a particular website editor in the Templates application. You need to change the Invoice template because you need to add the information about the advanced payment into it. You need to define its sending in the E-shop Settings. You need a new Document Sequence for Proforma Invoices. To create and successfully use a Proforma Invoice on your online store, you have to fulfil these conditions:
#Proforma invoices templates download#
Here are all Proforma Invoices and you are able to display them, download them and mark them as checked. In case you have the Accountig addon, all issued Proforma Invoices can be found in the Proforma Invoices application that is located in the Sales module. This can be done in the E-shop Settings on the Accounting tab. If you use an accounting software, don’t forget to set it to the Proforma Invoice. You also have to add created Proforma Invoice template to E-shop Settings and define its sending to customers along with the new Document Sequences. The only change you have to make if you decide to use Proforma Invoices is a little code change in your Invoice template, because if you issued a Proforma Invoice as an advance payment confirmation, you can change the Invoice and add information about the realized payment into it. All the parameters and everything are absolutely the same. In BizBox you are able to create Proforma Invoices just like the normal accounting Invoices. Proforma Invoice cannot be used for an Invoice’s replacement. They are used to provide information, to offer products or declare the value of product to customers. Proforma Invoices are not VAT invoices and are not for accounts receivable. A good example of this can be a bank transfer payment method - as an attachment of the Order Confirmation E-mail you can add a Proforma Invoice with information about the ordered goods (or services) and payment. Proforma Invoice is a document that is used to provide your customers with information about payment they should know (according to their orders).
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