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Proformas - Mark as Paid

Mark a Proforma as paid once payment has been received. Marking Proformas as paid will allow you to review both on screen and on Reports

From Order List View and set the document type as Proforma

You now see a list of your Proformas in this season. The status Icon shows if the PF has already been marked as PAID

From the drop down list, Select PROFORMA and Click on SEARCH
You now have a list of all issued Proformas
You can make a selection of Proformas and use the Bulk Action to mark them as paid

For multiple Proformas at once, check the Manual on Bulk Actions

Or you can mark an individual Proforma as paid

Click on the PF number to access the Proforma.

Tick [Paid] then amend the paid date if needed
Scroll to the bottom of the Proforma window and TICK PAID button

Check the amount received is the same as the proforma invoice before ticking. Under or overpayments cannot be recorded in Zedonk.

[Save] and [Close]
SAVE and CLOSE . On the List View your proforma now has a Stamp Icon..
The paid icon is now displayed for this Proforma

..and the PDF export would show the PAID stamp.

Use the filters, to show only paid or only unpaid Proformas

To see a report of paid and unpaid proforma, exportable to excel/csv, check the Manual on Full Proforma List

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Sales Orders

Sales Orders 36
Consignment Sales Orders 6
Bulk Updates and Imports 7
Proformas 7
Delivery Notes 6
Invoices 9
Return Authorisation 6
Credit Notes 6

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