1. Edit a reservation.
    2. In the Documents field find the Pro forma invoice label and click Create.
      NOTE: This option is available depending on reservation status.
    3. The Creating document window will appear
    4. 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

  1. 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.