Create a pro-forma invoice on mobile
This article explains how to use the FreeAgent mobile app to create a pro-forma invoice.
A pro-forma invoice is a document that you might issue to a customer before you know all the facts about the sale.
Please note that pro-forma invoices are created as a type of estimate in FreeAgent. Therefore, they won't affect your accounting figures until you convert them into a final invoice.
1. Select Pro-forma as the estimate type
Tap the ☰’ (mobile app navigation menu) button and select 'Estimates'.
Tap the ‘+’ at the top-right of the screen and select which customer you would like to create the pro-forma invoice for using the ‘Choose contact’ field.
Select ‘Create new estimate’ at the bottom of the screen.
Next, select ‘Pro-forma Invoice’ in the ‘Type’ field.
2. Add your payment details
As a pro-forma invoice is created as an estimate, you’ll need to manually add your payment details so your customer knows how to pay.
You can either add your payment details as additional text or as a line item on the estimate.
Adding payment details as additional text
You can add your payment details, such as your bank account number and sort code, as additional text at the bottom of the pro-forma invoice.
To do this, open the ‘Additional options’ fields and add your payment details in the ‘Additional text’ field.
Adding payment details as a line item
Alternatively, you can add a line item to the estimate to display your bank details.
To do this, select ‘Add estimate item’.
Next, select ‘Comment’ as the unit type and add your payment information in the ‘Description’ field.
Select ‘Add item to estimate’ and this will make your payment details appear in the main body of the pro-forma invoice.
3. Send your pro-forma invoice
When you are happy with the pro-forma Invoice, select ‘Compose email & send’ to send it to your customer.
Read more about how to create an estimate using the FreeAgent mobile app.
4. Convert to an invoice after payment
Once your customer has made the payment, select the three dots in the top-right and select ‘Convert to invoice’ from the menu to turn the pro-forma invoice into a regular invoice.
FreeAgent will then create a new invoice with all the details from your pro-forma.
Once the invoice is created, you can allocate the payment you received to that invoice to mark it as paid.