proforma invoice – Zistemo Knowledge Base https://zistemo.com/knowledge-base Zistemo is the smartest app for instant time and expense tracking. Boost productivity and save time with zistemo. Wed, 03 Oct 2018 06:42:37 +0000 en-US hourly 1 https://wordpress.org/?v=6.0.2 Pro Forma Invoice https://zistemo.com/knowledge-base/content/pro-forma-invoice/ Mon, 08 Aug 2016 16:54:38 +0000 https://moneypenny.me/knowledge-base/?post_type=ht_kb&p=1146 In zistemo, if you create an invoice and do not activate it – so you just save as a draft – you have yourself a “Pro-forma invoice”.

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This invoice is only visible from account owners profile and staff members’ profiles (administrators, team leaders, team members). It isn’t displayed in the “Invoices list” from Client’s profile.

In order to inform a client about this invoice, the zistemo account owner (or other team members) can send the Pro-Forma Invoice to your client by email by simply clicking on “Send to client”:

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If the client accepts the invoice, the zistemo account owner (or other team members) can instantly activate this invoice by clicking on the “Activate and send” button:

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Next, you’ll notice that the Activated invoice will be visible from the Client’s profile.

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