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Pro-forma options

From YITH > PDF Invoices > General options > “Pro-forma options” you can enable the pro-forma options.

Pro-forma options

  • Allow users to download pro-forma document in my account: users can find and download it from their My Account page.
  • Allow pro-forma in new orders emails: pro-forma will be send as an attachment to their order emails.

Download from My Account

pro forma my account

The pro forma document is automatically generated by the system. The user is able to see it in their My Account page, and the admin can see it from the edit order page.

Pro-forma example

It differs from a normal invoice for not having an invoice number and for the text “Pro forma Invoice” on top of the document.

Pro-forma example