Stayntouch PMS What Is A ProForma Invoice?
A ProForma Invoice is an invoice that is created before the guest arrives and shows the reserved charges and payments made as the tax on the charges.
From the Guest Bill, upon selecting the INVOICE button, you'll see an option for ProForma Invoice upon clicking into the BILL LAYOUT dropdown menu. This option can be used to print a ProForma Invoice (only if the ProForma Invoice toggle has been activated from Settings > Hotel & Staff > Stationery > Invoices > ProForma Invoice).
The invoice layout is essentially the same as a regular invoice; however, the title is instead Proforma Invoice. The invoice shows all charges and payments already made and also shows future charges that will get posted during the stay. The future charges include add-ons and taxes. The date of transactions is the projected future date, and the Balance is based on the sum of both payments and projected charges.
The ProForma Invoice can be printed any time before check in, after check-in, and after check-out. The ProForma Invoice can be printed as many times as required and will not post any charges to the Guest Bill.
When the ProForma Invoice is printed, it will be logged in the Activity Log.
If charges are routed to another bill, then the ProForma Invoice will show the charges only as routed to the bill.
If charges are routed to another reservation, then the ProForma Invoice will show the charges as routed to a reservation. However, it will not show that the charges are routed from another reservation
