Simple Invoices - Forum

yhager

Hi,

First, I like this product very much - it is EXACTLY what I was looking for - no frills, but still a complete working system. It is visible a lot of thinking was invested in making this usable and friendly. Thanks a lot!

Due to business/tax considerations, I produce pro forma invoices (which are not valid for tax payment, but are used in communication with the customer), and upon payment, I produce a "real" invoice and send it through. I have managed to create pro-forma template, but I am unsure what to do when I need the real invoice - do I just edit it and modify the template and the date (and lose some history), or create a new invoice, based on manually copying the pro forma?

ronwong

hi, I think, and what I am doing, just create 1 'document', then switch it around between proforma, invoice, DO, quotation as you require, it just change different templates to the same documents...

The problem I am having now is backend accounting, like 'invoice' 1-10 is actually all quotations only, and 11 was changed to an invoice. So only invoice 11 is traxable or accountable, but the system does not differentiate anything.

justin

hey yhager

you can just setup a preforma invoice preference - refer: http://simpleinvoices.org/demo/index.php?module=preferences&view=manage and use this when creating the prforma invoices

then when they are real - just edit the invoice and change the invoice preference from proforma to invoice

this should do what you want without having to edit the invoice template files

@ron
- your problem should be resolved with the next release of Simple Invoices
- quotes etc.. can have different ID ranges to invoices and be set as 'draft' so they don;t appear in the reports

cheers

justin

yhager

Thank you both.

justin

no worries

let us know if this solves your issue

cheers

justin

Gavin Coles

Just to say thank this post really helped me I was wondering how Pro forma invoicing worked in SI.

Simple Invoices - Forum

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