After a Proforma has been raise for the deposit, you can generate a proforma for the balance owed against the total value of the order
Find the Sales Order click [OT] to access Order Tracker
The Order Tracker is where you see all the documents related to a specific Sales Order.
You can already see the previous Deposit Proforma.
Click the action button next to the SO number and click [Add Proforma]
The screen will populate with details from the Sales Order
Complete the missing information if you need them on the Proforma.
The tab 'Products' shows the products from the sales order. They are not amendable on this Proforma. They reflect the Sales Order.
Go to the totals tab'
Discount comes from the Sales Order and Transport Charge comes from the Deposit Proforma.
Enter the balance payment required by Percentage or by Value
You can see on screen the Previous Payments from previous Proformas on this order.
[Save] and [OT] or [Close] to go back to the Order Tracker
The Proforma line now shows in the Order Tracker
[Actions > Print] to export the proforma to PDF
[Envelope Icon] to email the document directly from Zedonk
If you print the 'Classic' Style
If you print the 'Portrait' Style
