| | Description | A proforma is provided in advance of an Invoice or Sales Order and serves as a model for the transaction. By itself, it's not a binding transaction. You'll usually use a proforma for a new customer or a large order, for example, where you want the customer to pay before they receive the goods. You can send pro-formas to your customers before you convert them to an Invoice or Sales Order, as per the type of pro-forma you've created. Let's look at the proforma process.  NOTE: Proformas aren't available for suppliers and aren't available in Sage 50 Accounts Essentials. If you're interested in upgrading to Sage 50 Accounts Standard or Professional to use proformas, leave your details and we'll be in touch.
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| Resolution | Proforma invoice processHow to create, convert, print and delete a proforma invoice > Create a proforma invoice - Click Invoices and credits and click New invoice.
- Change the Type drop-down menu to Pro-forma.
 TIP: In Settings - Invoice Defaults, you can set new invoices to default to a Pro-forma.
Convert a proforma to an invoice - Click Invoices and credits and select the required proforma then click Edit.
- Click the Type drop-down menu and click Invoice then click Save.
 Print a proforma The standard invoice layouts can also print proformas. Delete a proforma If you enter a proforma in error, it's easy to delete it. - Click Invoices and credits, click Clear then select the required proforma.
- Click Delete then to confirm deletion, click Yes.
Proforma sales order processHow to create, convert, print and delete a proforma sales order > NOTE: Only available in Sage 50 Accounts Professional. - Click Sales orders and click New.
- Change the Type drop-down menu to Proforma SOP.
TIP: In Settings - sales order defaults, you can set new sales orders to default to a Proforma SOP. Convert a proforma SOP to an sales order - Click Sales orders and select the required proforma then click Edit.
- Click the Type drop-down menu and click Sales Order then click Save.
 Print a proforma SOP The standard sales order layouts can also print proformas. Delete a proforma SOP If you enter a proforma in error, it's easy to delete it. - Click Sales orders, click Clear then select the required proforma.
- Click Delete then to confirm deletion, click Yes.
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[BCB:123:Limitless - 50 Accounts - Sales / Purchase Orders:ECB]
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