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Billit does not currently have a separate pro forma invoice function. However, you can easily create a pro forma invoice by adjusting the layout of a quote, delivery note, or order form. This allows you to work correctly with pro forma invoices.

In short

• You create a new layout based on a quote, delivery note, or order form.
• You change the title and name of the layout to Pro forma invoice.
• You use this layout when creating documents.
• Afterwards, you can easily convert the document into a real invoice.

Step 1: Create a new layout

1. Go to Settings > Corporate Style
2. Select an existing layout from:
   
   • a quotation, or
   • a delivery note, or
   • an order form.
3. Create a duplicate of this layout.

Step 2: Adjust layout to pro forma invoice

1. Open the duplicated layout.
2. Change the name of the layout template to: Pro forma invoice.
3. Also change the title on the document to: Pro forma invoice.
4. Save the layout.

Step 3: Create a pro forma invoice

1. Create a new quote, delivery note, or order form.
2. Under Invoice Layout, select the Pro forma invoice layout.
3. Complete the document as desired.
4. Create the document.

The document is now displayed as a pro forma invoice.

Step 4: Converting a pro forma invoice into a real invoice

Would you like to create a real invoice later?

1. Go to the list of quotes, delivery notes, or purchase orders.
2. Select the correct document.
3. Click on the “Create invoice” button.

Billit now converts the document into a final invoice.

Extra info

• A pro forma invoice has no accounting impact.
• Numbering and VAT processing only take place when converting to a real invoice.