How to Raise a Pro Forma Invoice in CF-Ultimate

 

In Customer Focus Ultimate, it is possible to raise pro forma invoices by configuring the customer record. The following help sheet outlines how to complete this process successfully

 

STEP 1

From the main page of your Ultimate system, head to Contacts > Customers

 

STEP 2

Locate the customer you wish to change and click on their Customer ID. Once on their page, head to the payment information tab.

You will note the radio buttons towards the right-hand side. Select the one labelled ‘Pro-Forma’. Hit ‘save’ once you have made the change.

 

 

STEP 3

Now head into the order you wish to raise as a pro-forma invoice. Once in the order editor, navigate over to the design tab

Once there, ensure that the checkbox ‘Raise as Pro-forma invoice’ is ticked. You will notice the title of the document change if you have selected the correct option.

Note: This option is only available if you have selected ‘pro-forma’ on the customer record