A pro forma invoice is a "confirmed purchase order" where customer and provider agree on detail and cost of the services to be provided to the customer. Pro forma invoices are widespread in Europe and other regions of the world. A pro forma invoice is generated when an order is placed; it is emailed to the customer and is available for download from customer control panel.
Pro forma invoices in CloudBlue Commerce are not generated by default. To enable pro forma invoices, do the following:
- In the Billing provider control panel, open Home > System > Settings > Notifications > Common Notification Settings.
- Click Edit.
- For the Pro Forma Invoice PDF Template, select the template to be used for generating pro forma invoices.
- Save changes.
- Now when customers place orders, they will receive email notification with pro forma invoices attached in PDF format. Additionally, pro forma invoices can be downloaded from control panel.
Note:
- Pro forma invoice is available for CCPv1 only.
- Both Pro Forma Invoice PDF Template and the respective notification template can be easily customized, if needed.