Pro Forma Invoices
This chapter contains all important information regarding pro forma invoices in MaschinenParkOnline. It is divided into the following sections:
Creating Pro Forma Invoices
In MaschinenParkOnline, you can create and print pro forma invoices. To do so, please proceed as follows:
- Click on Machines > All Machines in the navigation bar.
- The All Machines list is displayed. You can narrow down the list by using Filters.
- Select the machine for which you want to create a pro forma invoice.
- Click on Print > Pro Forma Invoice in the action bar of the Machine Card.
- In the Assistant, make the following settings as needed:
Note
The caption of the Filter Fields depends on your configuration and setup, i.e. it is possible these fields are labeled differently in your software.
| Option | Description |
|---|---|
| Language Code | Select the language in which the datasheet shall be created. |
| Template | Select the template to be used. |
| Contact No. | Select the number of the contact that shall be included in the invoice from the dropdown list. The external ID is printed by default. If the External ID field on the contact card is empty, the MPO contact number is printed instead. |
| Print Contact No. | Select if the contact number shall be printed. |
| Print VAT Registration No. | Activate this toggle switch if the VAT registration number shall be printed on the pro forma invoice. |
| Print All Machine Images | Activate this toggle switch if all machine pictures shall be printed on the pro forma invoice. |
| Print Equipment | Activate this toggle switch if the equipment attributes of the machine shall be printed on the pro forma invoice. |
| Print Serial No. | Activate this toggle switch if the serial number of the machine shall be printed on the pro forma invoice. |
| Print VAT | Activate this toggle switch if the VAT shall be printed on the pro forma invoice. |
| Alternative Payment Terms | In this field, you can enter customized payment terms that you agreed on with your customer. |
| Additional Note | You can enter additional information/notes in this field. |
| Alternative Invoice Net Price | |
| Edit Description | You can enter an alternative description in this field. |
| Print Pretext | Activate this toggle switch if the pretext shall be printed. |
| Print Postscript | Activate this toggle switch if the postscript shall be printed. |
| PRINT FILTER FIELDS | |
| Print Filter Field 1 | Activate this toggle switch if the information in the Filter Field 1 field of the machine card shall be printed on the pro forma invoice. |
| Print Filter Field 2 | Activate this toggle switch if the information in the Filter Field 2 field of the machine card shall be printed on the pro forma invoice. |
| Print Filter Field 3 | Activate this toggle switch if the information in the Filter Field 3 field of the machine card shall be printed on the pro forma invoice. |
| Print Filter Field 4 | Activate this toggle switch if the information in the Filter Field 4 field of the machine card shall be printed on the pro forma invoice. |
| Template Payment Information EU | Activate this toggle switch to print the report template text for EU countries from the report setup on the pro forma invoice. |
| Template Payment Information Third Country | Activate this toggle switch to print the report template text for third countries from the report setup on the pro forma invoice. |
- Click on Print to print the machine receipt. If needed, you can preview it beforehand.
You have successfully created and printed a pro forma invoice.
Deleting Pro Forma Invoices
You can delete incorrect pro forma invoices. To do so, please proceed as follows:
- Click on Documents > Pro Forma Invoice in the navigation bar.
- The All Pro Forma Invoices list is displayed.
- Select the pro forma invoice you want to delete.
- Click on Delete Document in the action bar.
- Confirm the dialog window with Yes.
You have successfully deleted a pro forma invoice. It will be removed from the All Pro Forma Invoices list.
Viewing Pro Forma Invoice History
You can view the pro forma invoice history in MaschinenParkOnline. To do so, please proceed as follows:
Note
The pro forma invoice history is part of the CRM Module. For further information regarding available modules and configuration options, please reach out to your contact at TRASER Software.
- Click on Documents > Pro Forma Invoices in the navigation bar.
- The All Pro Forma Invoices list is displayed.
You have successfully viewed the pro forma invoice history.