- Edit a reservation.
- In the Documents field find the Pro forma invoice label and click Create.
NOTE: This option is available depending on reservation status. - The Creating document window will appear
- Define parameters:
Document template – Pre-invoice or Pre-invoice single item prices hidden
Document date – The date of the document
Language – Select languages this document will be created in
Amount – Total amount of the reservation (automatically taken from the reservation, cannot be edited)
Advance payment – Enter advance payment in percentage or enter amount
Payment date – Advanced payment due date
Remaining to be paid till – Remaining amount’s due date
Credit card payment – If you select this option, a credit card payment link will be displayed on the pro forma invoice (available for clicking in the PDF file).
Custom fields – Create one or more custom fields that will be displayed on the pro forma invoice
Show comment only – If selected, only the comment and the total amount will be displayed on the pro forma invoice, instead of services prices from the reservation
NOTE: If you select this option, only the total price and the comment will apear on the offer.
Comment – a comment that will be displayed on the pro forma invoice
- Click Create button to create the offer or click Preview button to view it before creation in order to see how the document will look like.
