Sales Pro Forma
The sales pro forma invoice report can be run from sales invoices, sales orders, or sales quotes.
📈 Lines Without Discounts
On printouts without discounts, the line description and amounts appear in wider columns. This makes document line data easier to read.
💰 Prepayment Invoices
The printout can include a list of earlier prepayment invoices related to the document. The list shows the document type, number, date, amount including VAT, and the total prepayment amount, helping you verify the settlement before issuing the final invoice.
The Sales Proforma - Show Prepayment Invoices field in the Show Additional Elements Below The Lines section of Core Report Setup controls whether the list is shown. When you clear the field, earlier prepayment invoices are not shown on the printout.
🖼️ Watermark
You can show a watermark image on every page of the printout. Learn more
Sales reports should first be configured in Report Selection - Sales.
Printing of the report is possible from the card and list:
- Sales Invoice
- Sales Order
- Sales Quote
The options we can set for the currently printed report are shown below:
⚙️ Request Page Options
On the request page, you can specify the language and additional content of the sales pro forma printout.
| Field | Effect |
|---|---|
| Report language code | Specifies the printout language. |
| Show Internal Information | Shows dimensions intended for internal use on the printout. |
| Show Signs, Show Business Terms, Show Notes, and Show Work Description | Control whether these elements appear on the printout. |
| Attach Business Terms PDF | Appends the business terms PDF to the report output when business terms are available. |
| Show VAT Attributes and Show VAT Spe. For LCY Currency | Control additional VAT information on the printout. |
| Show Total To Pay | Shows the document amount less the listed earlier prepayments. |
The Enable Line Grouping option allows you to group them according to the set Grouping Description. If you use this function, the unit price of the group will be equal to the sum of the group amounts, and the quantity for each group will be set to 1.
Example preview of the report:
