Pro Forma Invoice

A pro forma invoice is a preliminary, unofficial invoice. The document informs the customer about the products or services to be delivered and the expected costs.

In addition, a pro forma invoice allows the organization to first check the availability of the products or the inventory. This prevents the organization from having a customer pay before it is clear whether the order can actually be fulfilled.

Once it has been confirmed that the products are available and the order can be fulfilled, a final payment request can be sent.

Payment Request

Under the 'Orders' heading, click on the specific order in question. If the order has not yet been paid, you will see 'Send payment request' in the toolbar.

Enter the correct payment method and shipping method here. At the bottom, you’ll find 'Payment Request'; use this to compose the email you want to send to your customer. Use the placeholder {{payment-link}} to automatically add a payment link to your email.

You can create a default email under 'Settings', 'Order Settings', and then 'Payment Request'. This email will then be automatically populated when you click 'Send Payment Request'.

Order Confirmation Email

Set up a standard email under 'Settings', 'Order Settings', and then 'Proforma Confirmation'. This email is automatically sent to the customer as soon as an order with a proforma invoice is placed.