This guide will help you navigate through the pro forma invoices section issued in the system. Here you can view all issued proforma invoices and use additional filters to quickly search for them based on proforma number, booking ID, customer name or invoice status. You'll also discover options to view, edit, email or confirm payment of proforma invoices, giving you flexibility in managing them.
- Navigate to Menu
- Open the Proforma section
In this section, you will find all the invoices issued in the system.
Use the additional filters for a selective display:
- Proforma Number: Search for a proforma invoice by its number.
- Reservation ID: Search for a proforma invoice by the reservation ID from which it was issued.
- Client Name: Search for a proforma invoice by the name of the account holder.
- Status: Search for a proforma invoice by its status.
View Proforma Invoices
Proforma invoices are displayed as a list in the order they were issued. Without opening the proforma invoice, you can see the following details:
- Proforma No.: The number of the proforma invoice.
- Date: The date the proforma invoice was issued.
- Reservation ID: The reservation ID from which the invoice was issued. Click on this number to access the reservation, even if it has already been completed.
- Name: The name of the account holder.
- VAT: The VAT rate for the products included in the proforma invoice.
- Value: The value of the services provided in the proforma invoice.
- Options:
- View Invoice: The first button allows you to open and view the proforma invoice.
- Confirm Payment: The next button allows you to confirm the payment. Using this option, you can select the payment amount, method, and currency. By pressing the Confirm button, the proforma invoice is converted into an advance fiscal invoice.
- Actions: Opens a list of options related to an issued invoice:
Edit: Here, you can modify certain information on the proforma invoice, such as the accommodation period, adding a delegate, or adding a comment.
Send Email: This button allows you to send the invoice by email to the guest.
Confirm Payment: Using this button, you can confirm the payment of the proforma invoice.
Copy Link: This button allows you to share a link to the proforma invoice with the guest. By accessing the link, the guest will be redirected to the payment screen. If payment is made this way, the proforma invoice will automatically be converted into a fiscal invoice.
Delete: This button allows you to delete the proforma invoice. Since it has no fiscal value, deleting a proforma invoice will have no impact.
✅Done! You’ve gone through the information for this section!
