Converting a proforma to a final invoice

Once a proforma is created and sent, managing its status and converting it to a final invoice is straightforward.

Customer interaction and notifications

When your customer receives the proforma, they can interact with it directly through the link in their mailbox:

• The customer has the option to  Accept  or  Decline  the proforma on the Proformas page.
• You will automatically receive a notification immediately following their decision.

Manually updating proforma status

If you receive acceptance or decline confirmation outside of the system (e.g., via email or phone), you can manually update the status in your Quaderno account:

1. Go to the Proformas page and open the specific proforma you need to update.
2. Click the  Accept  or  Decline  option to record its final status.

   Once a proforma has been accepted or declined (either by the customer or manually by you), it cannot be edited further.

Converting an accepted proforma to an invoice

When you are ready to issue the final invoice, just follow these steps:

1. Go to the Proformas page and open the accepted proforma you wish to convert.
2. Click the  Convert into invoice  option.