Mark a Proforma as paid once payment has been received. Marking Proformas as paid will allow you to review both on screen and on Reports
From Order List View and set the document type as Proforma
You now see a list of your Proformas in this season. The status Icon shows if the PF has already been marked as PAID
You can make a selection of Proformas and use the Bulk Action to mark them as paid
For multiple Proformas at once, check the Manual on Bulk Actions
Or you can mark an individual Proforma as paid
Click on the PF number to access the Proforma.
Tick [Paid] then amend the paid date if needed
Check the amount received is the same as the proforma invoice before ticking. Under or overpayments cannot be recorded in Zedonk.
[Save] and [Close]
The paid icon is now displayed for this Proforma
..and the PDF export would show the PAID stamp.
Use the filters, to show only paid or only unpaid Proformas
To see a report of paid and unpaid proforma, exportable to excel/csv, check the Manual on Full Proforma List