Proforma Bill
Option to raise a supplier bill as a proforma bill
Lucy Plant
shared this idea
Thanks for the confirm, Lucy. As you've noted in Xero we don't have a transaction type for proforma bills that sits between the Purchase order and bill creation.
Right now, the best option would be to look at creating a supplier prepayment that can then be applied to the bill once that is entered.
Unable to say if this is a transaction type that your payments system would be able to integrate with - this may be something to engage them about. 🙂
We don't have any plans for developing a proforma bill in the near term but will get a better sense of the interest and keep you updated here.
-
Lucy Plant
commented
Thanks Kelly - No the Draft or PO doesn't work for what I need.
I need to have the Proforma on the system to be synced with our payment software to flag for paying. And then to match against the actual invoice when that arrives - at the moment it is duplicating what we owe the supplier and I am having to undo the bank reconciliation and void the Proforma invoice, amend the bank transaction to a prepayment to then match against the actual invoice.
Would love to know a better way to manage these? -
Nicholas Rose
commented
We absolutely need a PROFORMA option just like you have a QUOTE
The quote is useless as a PROFORMA as a proforma has to have everything on it just like it was an invoice, but without being an invoice.
I have a half dozen odd invoices that have never been proceeded with by the customer so now they all have to be deleted and leaves gaps in invoice numbers.
This is so fundamental to running a business.
Once someone has paid it you press a link to turn it into an invoice - because that was a proforma is - it ensures you get the money first before you raise an invoice and send them the goods or services along with the invoice.