Search

📝 How do I create a Workshop Pro Forma?

Ellie
Ellie
  • Updated

Question

I need to produce a Pro Forma for the customer to approve, where do I do this from?

Answer

If you need to produce a pro forma invoice, in the side menu go to Workshop > Invoicing > Produce Invoice and search the job number, then in the invoicing screen, click the Proforma button:

mceclip0.png

This will then send the print out of the Pro Forma for approval to the default printer on your PC. 

The invoice can then either be completed after approval by entering Service History Notes and clicking Invoice or you can just exit out of the invoice by clicking Exit.