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New proforma
PI-2026-0041 · 31 Jul 2026 · Fahad Al Mansoori
A proforma is what an export customer pays their advance against. Raise it from the order so the value, the currency and the incoterm all come from one place.
No order is linked, so this proforma carries no value yet. Link the sales order once it is keyed and the lines, the total and the advance all follow from it.
Leave blank for a standalone proforma.
After this date the customer needs a fresh proforma.
Defaults to the account in settings. Change it only for a customer paying into a different account.
Taken from the order, so the two documents can never disagree.