Pro Format Invoice

Wilrib

Itflow is very excellent And thanks for it, i’m using itflow for my company 🙂

I would like to know if it possible to add pro-format invoice ?

Actually we can create quote, next invoice And at this moment we can use stripe to allow client to pay.

But on my business i need payment first And when i receive the payment i can send the invoice.

It is possible to add this feature ?

Thank for All

johnny

Hi @Wilrib thank you for choosing ITflow. I don't understand why you wouldn't take payment after an invoice. I mean an invoice is basically a job completed and that you request a payment. I don't know of any other invoicing software that works the way you describe.

Describe your business and the service you offer and how you charge the customer. We may be able to give a work around or possibly add what your asking if it makes sense as whole

wrongecho

Welcome @Wilrib

johnny: I've never heard of this either. From some research: A proforma invoice is a preliminary bill or estimated invoice which is used to request payment from the committed buyer for goods or services before they are supplied. […] Usually used to approve a payment prior to being invoiced for it. They are mostly used in larger businesses where there is a supply chain involved and a payment approval process in place.

Personally I wouldn't see the value in adding this. It seems like it's just an extra step that's exactly the same as invoicing, but with a different name. Seems like we're going down a while accounting rabbit hole!

You could achieve the same process in ITFlow currently: quoting -> client approves quote -> send invoice (potentially with a note on the invoice that payment is due before goods/services are shipped/delivered) -> customer pays invoice to you/via Stripe -> you pay and re-send them a copy of the same invoice.

aftechro

In parts of Europe, they are using pro-forma invoices, is similar to the quote but it is much more needed for financial dept. Where the quote can expire in 14-30 days, a pro-forma have to be paid before applying certain services.

Take it as invoice: draf, sent, viewed, paid

for instance, when im issuing a pro-forma invoice, the financial dept. of the client, can allocate and lock the amount of that pro-forma invoice. so when the pro-forma invoice is paid, then, that will convert to the paid invoice, and that`s what counts for the financial dept, as they need both pro-forma invoice for quoting services and the final invoice after the pro-forma has been paid.

Also, revenue office wont consider a quote, but it will take a pro-forma invoice and a paid invoice as receipts.

similar things with POs for quotes.

so a workaround to this, i think we can set invoices tags that will just show on the corner (draf, pro-forma, paid etc)