Pro-Forma Invoices


Upsilon-ERP’s Pro-Forma Invoice Module allows you to create, analyse and produce documentation for the pro-forma invoices that you issue to your customers. The module is fully linked to the Sales and Stock Control Modules meaning that any unique pricing and discounting options are automatically carried over to any pro-forma invoices created. Profit margins are displayed for individual line items and also for the overall value of the Pro-Forma Invoice. The module is also backed by fully-featured reporting options.

Duplicate Pro-Forma Invoice

Recurring Pro-Forma Invoices can be duplicated preventing the time consuming need for users to re-key information.

Analysis Codes

Pro-Forma Invoices can be categorised by Analysis Code allowing you to report on Pro-Forma Invoices generated by Area, Sales Person or any other kind of analysis that your business may require.