Proformas

Section: Sales & Billing
URL: /admin/proformas
Page title: (2) Proforme

Overview

Proformas are pre-invoice documents used in many jurisdictions for advance payment requests and customs declarations.

Business value

Pre-invoice documents required in many jurisdictions (and by many B2B buyers) for advance-payment requests, customs declarations, and procurement-approval workflows.

• Who uses it: Finance / AR, sales, export operations
• Key benefit: Unlocks deals where the buyer requires a proforma before issuing a PO or wiring an advance.

Typical use cases:

• Send a proforma so a public-sector buyer can raise a PO in their system
• Provide proforma documentation for customs on cross-border shipments
• Convert a paid proforma to a formal invoice on receipt of payment

At a glance

Accessing this module

From the admin sidebar, navigate to Proformas, or open the URL directly:

/admin/proformas

List view

The list view shows existing proformas records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open Proformas from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Recurring Proformas

URL: /admin/proformas/recurring

Recurring Proformas automate the periodic re-issuance of a proforma document — useful for subscription-style advance-payment requests, retainer arrangements, or any situation where the same proforma needs to be sent on a fixed schedule (monthly, quarterly, annually).

When the recurrence fires, the system creates a new proforma pre-populated from the template record and, depending on configuration, can notify the assigned staff member automatically.

Key actions:

• Create a recurring proforma — navigate to /admin/proformas/recurring and click Add; configure the start date, frequency (weekly / monthly / yearly), and the number of recurrences or end date.
• Link to a client — select the client so each generated proforma is associated with the correct account.
• Edit the schedule — open an existing recurring record and adjust frequency or end date; changes take effect from the next scheduled cycle.
• Stop recurrence — set the status to inactive or set an end date in the past to prevent further generation.
• View generated proformas — each cycle creates a standard proforma visible in the main /admin/proformas list, linked back to the recurring template.

API

This module is available via the REST API.

Authentication. All API requests require the header authtoken: <token> (generate one at /admin/api/api_management). Base URL. https://your-domain.tld/api/

Key endpoints:

See the full payload schemas, query parameters, and example responses in the API reference (`Proformas`).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/proformas