Please note proforma invoice is a not a tax document. Client can obtain the proforma, even though service was not yet rendered and have a point of reference that allows them to make deposit payment. When hotel receives the payment, they create a new Deposit invoice, which can be created directly from the reservation. User requires user rights to create proforma or deposit invoice.
How to create new Proforma invoice:
1. Go to Reservation or Room detail --> Issued bills / Menu
2. Select Insert proforma invoice
3. Fill in payment amount - Amount and expected payment type - Payment Book
4. Select Save.
Proforma invoice does not deposit any payment into payment journal. This is only a proforma document and serves as an invoice for client to process a deposit.
If required, it is possible to edit default values - e.g. Maturity, for instances when you allow due date other than default or due amount can be set as percentage of the total account value.
Useful tip: Default values for certain fields (such as maturity, description, service or expected payment type) can be set up in System configuration --> Operations settings --> Main system set-up --> Accounts and documents . If required, it is possible to edit default values - e.g. due amount can be set as percentage of the total account value.