12/29/2023 0 Comments Invoice pro forma![]() You can create as many pro forma invoices as you like for a sales order or. ![]() For more information, please consult the forum entry " How to add an extra / customized payment option to the registration form". Goods issue is not required before you create a delivery-related pro forma invoice. If your participants are supposed to pay by bank transfer and you do not want to show your bank details on the pro-forma invoice or in the confirmation e-mails they receive, you can add an extra payment option to the registration form with which you inform participants during the registration process that they will receive an invoice via e-mail with payment details and an own invoice number generated by your accounting software. Please click on the button "Edit Phrase" to update each of these phrases (see screenshot) with your preferred terms. S_TRANSACTION_INVOICE ( in ConfTool 2.8.Overview => Settings => Wording and PhrasesĪnd enter the keys listed below into the search field "Enter Part of Phrase": Therefore we recommend updating the wording in ConfTool Pro from the term "invoice" to "pro forma invoice" (or another term that is fitting). However, these options do not work in this case, as the ConfTool system will still create invoices when a payment is entered in ConfTool. ![]() Please consult the forum entry "Difference between Registration Confirmations, Pro Forma Invoices and Invoices" for more information. ConfTool Pro has different functions to issue pro forma invoices first and to issue invoices only if a registration was confirmed by the organizers and/or the payment has been recorded in ConfTool.
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