How to Create and Customise Proforma Invoices in Qargo
Proforma invoices are essential for businesses to provide customers with a preliminary bill for prepayment. In Qargo, you can create and customise proforma invoices to suit your specific requirements. This guide explains the steps to create a proforma invoice, customise templates, and integrate with external systems like Peppol, when required.
Overview of Proforma Invoices in Qargo
A proforma invoice in Qargo can be created using a custom template. You can configure the template to include the necessary fields and titles, ensuring it meets your business needs. Additionally, Qargo supports integration with Peppol for e-invoicing, enabling seamless communication with customers.
Steps to Create a Proforma Invoice
Follow these steps to create a proforma invoice in Qargo:
Navigate to CONFIGURATION>Templates in Qargo.
Create a new template and select “quote” as the template type.
Change the title of the template to “Proforma.”
Add or remove fields to match your requirements and save the template.
Set up a task or workflow step to generate and send the proforma document to your customer for prepayment.
🧰 If your process involves Peppol e-invoicing, you need to enable the Peppol integration first.
Customising Templates and Editing Limitations
While Qargo allows you to customise templates, there are limitations to what can be edited directly within the platform:
If the terms or other text are part of the uploaded PDF background of the template, they cannot be edited directly in Qargo.
To update such elements, you need to modify the source template (e.g., the PDF background) externally and then upload the updated background to the template in Qargo.
Integration with External Systems
For businesses using Peppol e-invoicing, Qargo provides an integration option. Once enabled, you can streamline the process of sending invoices to customers electronically.
By following these steps and guidelines, you can efficiently create and manage proforma invoices in Qargo, ensuring they meet your business and customer requirements.