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When invoicing third parties whose invoicing type has been set to « Billable invoice » or « Pro forma invoice », invoices are generated so that an invoice can be generated containing several invoices.

This process is used for end-of-month invoicing to generate the monthly invoice.

Pro forma delivery forms can be found in « Customer invoice » then « Pro forma invoice validation »:

The list of pending delivery forms is displayed on this screen:

To select several proforma delivery forms, activate multi-selection:

Then click on the lines to be converted into a final invoice.

Once you have selected the lines, click on « Validate »:

After validation, a provisional invoice is generated.

The principle is exactly the same for billable delivery forms. 

The list is accessed via « Billing » then « Reccuring billing »:

A draft invoice allows you to gather together all the items that are going to be invoiced and check them before issuing the final invoice.

It is also possible to modify certain information (items, invoice date, amounts) on these invoices.

The list of draft invoices can be viewed in « billing » then « Client Invoices »:

Then select the « Draft » status:

Draft invoices are generated in 2 ways:

- Validation of proforma and billable delivery forms

- Invoicing of a third party set up with the « delivery form to be invoiced immediately » billing type

These provisional invoices do not have invoice numbers and cannot be printed.

When the draft invoices come from several proforma or billable deliveries, the items are listed by category (total parts and labour).

When the provisional invoice is correct and needs to be transformed into a final invoice, click on «Accept»: