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Creating a Pro-forma

To create an invoice for an existing contact, in the drop down menu at the top, click 'Marketing'>'Customer Relationship Manager', locate the customer and click on the icon in the 'Pro' column below.

 

To create an Pro-forma for a customer not currently on your Sellr Customer relationship manager (CRM) then click 'Manage'>'Sales' and click on the 'Create a Pro Forma Invoice' button.

 

You can now select the items for Pro-forma.

Click on the basket item to add one item, or enter the quantity in the box next to the basket.

You can also enter a different per-item price in the 'special' field if required. In this way, you can invoice customers with completely different prices than you normally sell at.

If you are sending the Pro-forma for an item which is not yet on the system, then click on the 'Custom Item' link.

Enter the name of the item in the 'Custom Item' field. Then the quantity, price and tax.

If the item is a physical tangible item, then ensure that tangible is set to 'Yes' then click on 'Add to Pro-Forma'

Once you have added all the required items, proceed to the checkout where you will need to enter the customer's details if you are not using a preselected contact. There are also a number of options you can select:

Finally, click on the 'Generate Pro Forma' button.

The Pro-forma will then appear on the 'Manage'>'Sales' page with the icon below:

When you want the customer to pay the Pro-forma, then select the Pro-forma using the 'select' checkbox, then select 'Generate Invoice for Quote or Pro Forma' from the drop-down list in the bottom right of the Sales Manager, then click on 'Go' this will generate the invoice for the customer to pay.

You can manually set the invoice to Paid by selecting it and setting to 'Paid' using the same drop down list of options.

Selecting the 'Pro Forma' option in the 'Order type' drop down on the sales manager will show all the Pro Forma's in the selected time range and their associated documents (invoices).

This Pro-forma is paid (as it is shown with a green icon on the left) and has a corresponding invoice.

 

 

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