Proforma Invoice

The Proforma Invoice module (ProformaInvoice) is used to request advance payment. It is not a tax document (does not enter VAT returns), but serves as a basis for payment.

Advance Deduction Process

1. Create a Proforma Invoice.
2. Client pays -> Create a Payment and pair it with the proforma.
3. (Optional) Issue an Issued Tax Document (if final billing does not happen within 15 days).
4. Create the final Invoice.
   • In the Advance Deductions panel, select the paid proforma invoice.
   • The advance amount is deducted from the total invoice sum.

Accounting

The Proforma Invoice itself does not account for revenue or VAT. It only tracks the payment request.

:material-table: Field Reference Manual