Proforma Invoice

Proforma Invoice

Summary

Proforma invoices are be issued in two ways: 
  1. As advice of charges for a consignment 
  2. As a prepaid invoice 


Advice of charges for a consignment 

This approach is to create a document template for consignments which can be generated. 

How to: 
  1. Go to the Settings > Consignment Documents picklist editor
  2. Create document type for Proforma Invoice 
  3. Go to the Settings > Document screen 
  4. Create a new template and select the following
    1. For: Consignment 
    2. Document Type: Proforma Invoice (Select the document type you created in step 2)
  5. Select your .docx template file to upload, or you can come back and do this later 
  6. Click Save. 

HELP: Your document should use the codes that begin ${rate. in a table in your template to insert the revenue rates from the consignment into your document.
 
Once you have uploaded your template, it will be available to manually generate from the documents tab on a consignment or it can automatically be generated using a workflow. 


Prepaid Invoice 

This approach is to create a specific template for invoices for consignments that have the Payment Terms set as Prepaid.
This approach requires prepaid and non-prepaid invoice templates.


How to: 
  1. In the Settings > Documents screen, locate the invoice template (if you already have custom invoices set up locate an invoice template)  and download the existing file
  2. Edit the existing template and set the following conditions: 
    1. change the Payment Terms from All to another option that isn't prepaid
  3. Save the changes once made
  4. Amend the downloaded invoice template as needed, typically removing the due date 
  5. Create a new template with the following settings: 
    1. For: Invoice 
    2. Document Type: Invoice
    3. Payment Terms: Prepaid
  6. Select your new invoice template that you created in step 1
  7. Save the new template 

Once set up, invoices for consignments where the payment terms are set to prepaid with use the new template for invoices. 

NOTE: If you have duty invoices set up, the duty invoice template will be used before the regular invoice template is used unless you set up prepaid duty invoices following the above steps. 





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