A pro forma invoice is an information invoice which can be used as a quote. The Excel pro forma invoice is a .xls file. This also known as a CSV file, Consecrated Value file.
Guidance on how to set your invoice preference is provided in our tutorial 'How to set your preference for generating invoices, pro formas and credit notes'.
Open the booking and account
Click on the booking to open the Booking Details.
Click View Account.
Generate the pro forma
Click 'Generate' next to 'Pro Forma'.
You will be prompted to open or save the file.
The download process will differ slightly based on the web browser you are using and its settings.
- Click to 'Open' the file.
- Alternatively, 'Save' the file.
If you choose to save or download the file, it will be saved in your downloads folder on your computer. You can open it from there.
The pro forma invoice will open.
We recommend converting an excel pro forma invoice to a PDF document before sending this to your guest to avoid changes being made to the invoice.