Pro-forma invoices confuse customers and bookkeeping
A pro-forma is not an accounting invoice. It should not draw a number from the official series and is not deductible.
Try this first
- 1Create a 'pro-forma' template without a definitive number
- 2Tell customers to pay only after the final invoice arrives
- 3If they pay on pro-forma, quickly follow with the final invoice and match
- 4Train sales/admin on the distinction
When to bring us in
For international customers requiring pro-forma for prepayment, get legal alignment on what is allowed.
See also
- Switching from Exact Online to Yuki, open items and history do not matchPackage migrations stumble on ledger mapping and open AR/AP. Without a mapping table you lose context.
- Twinfield to Exact, dimensions and cost centres go missingTwinfield uses dimensions, Exact uses cost centres and projects. The mapping is not one-to-one.
- Accountant asks for RGS mapping, your ledger does not follow RGSRGS is the Dutch standard chart that SBR filings and accountant software expect. Without mapping, every year-end is manual.
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