We are a liquid manufacturer and require the use of proformas to send to the client to pay before the goods are shipped then for this to be invoiced once the goods are shipped
I have checked some articles but the way to do this is to create a template to which we name is pro forma, and code this to a separate code in the balance sheet (name it Pro forma deposits or something similar). Once we have confirmation the goods have been shipped, we have to manually put on a credit to go against the same account code in the balance sheet for us then to re invoice the client.
I contacted Xero support who have advised there is nothing in the system at the moment to adhere to this or to make the process simpler. Was wondering if this can have some sort of adaptation to the current system to help with pro forma invoicing. Ideally for both Purchase ledger and sales ledger. Current situation i am referring to is to do with Sales ledger
Happy to discuss further if you wish to contact me
Ghalib Khan
supported this idea
·
Good afternoon
We are a liquid manufacturer and require the use of proformas to send to the client to pay before the goods are shipped then for this to be invoiced once the goods are shipped
I have checked some articles but the way to do this is to create a template to which we name is pro forma, and code this to a separate code in the balance sheet (name it Pro forma deposits or something similar). Once we have confirmation the goods have been shipped, we have to manually put on a credit to go against the same account code in the balance sheet for us then to re invoice the client.
I contacted Xero support who have advised there is nothing in the system at the moment to adhere to this or to make the process simpler. Was wondering if this can have some sort of adaptation to the current system to help with pro forma invoicing. Ideally for both Purchase ledger and sales ledger. Current situation i am referring to is to do with Sales ledger
Happy to discuss further if you wish to contact me