Converting Profomas to Invoice
More often we receive Pro-formas for deposits etc and the Invoice doesn't come in till after product has been dispatched and more often than not it is has its own invoice number not the proforma no. originally sent and a different amount. ATM I am having to then enter the difference of $ and in the description add the Proforma no. as a link.
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Company
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Imperial Builders Pty Ltd
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Job Title / Role
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Accounts Administrator
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I need it...
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Yesterday...Come on already
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And one more! This is also an area I am surprised is not working better. We have pro forma invoices every week, and the process is painful. Our workaround is to process payment outside Jobpac and create a credit for deposit payment against the supplier. That payment is then applied to the invoice once we receive it. This allows us to ensure we have the invoice and don't pay it twice. Ideally, we could process a deposit payment through jobpac that would automatically create a credit to the supplier. From my experience, this is the only way to ensure we chase the TAX invoice and don't double-pay.
One more vote for this; I am surprised this is not a feature more people request.
It is common in our industry that a supplier will raise a proforma invoice to receive payment before they dispatch the goods. They will only provide a tax invoice when the goods are delivered.
A proforma invoice can not be entered in Jobpac instead of an invoice since it is not valid under the GST aIf. if you do, you cannot claim the GST.
The document must say Tax invoice or explicitly mention that the Pro-forma invoice is intended to become a Tax invoice once the goods are received. Most Pro-forma do not comply with this.
In jobpac, we need the ability to enter a proforma (without GST & not coded) and process the payment. When the tax invoice comes, this paid proforma should be registered matched/coded.
Hi I just saw this - yes I do.
Hi Patrina,
thanks for that....
Can I clarify, do you register the Pro Forma as an invoice, match it to
your PO, and pay the deposit against it through AP?
thanks
Andrew