Note

All translations are machine-generated. Please let us know if there is anything you don't understand.

Pro forma invoices

Proceed as follows to print a pro forma invoice:

Click on Machines in the navigation bar.
Select the All machines option from the menu.
The All machines list is displayed. At this point, you can work with Filters to narrow down the list.
Select the machine for which you want to print a pro forma invoice.
The machine card is opened.
Click on Print > Proforma invoice in the action bar.
The Assistant for the pro forma invoice is displayed.

Print pro forma invoice

Note

The name of the fields Filter field shown in the screenshot depends on your configuration and setup, i.e. it is possible that this field is labeled differently in your individual software.

Field	Description
Language code	Select the language in which the offer is to be created.
Template	Select which stationery is to be used.
CONTACT
Contact no.	Select the number of the contact to be listed on the machine order from the drop-down 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 whether the contact number should be printed or not.
Print VAT ID no.	Activate this option if the sales tax identification number is to be stated on the machine order.
MACHINE
Print all machine images	Activate this option if all machine images are to be printed in the pro forma invoice.
Print equipment	Activate this option if the equipment attributes of the machine are to be listed on the machine order.
Print serial number	Activate this option if the serial number of the machine is to be printed in the proforma invoice.
Print VAT	Activate this option if the VAT is to be printed in the pro forma invoice.
Alternative terms of payment	You can enter payment terms individually agreed with your customer in this text field.
Supplementary note	You can enter additional information/notes in this text field.
Alternative invoice amount (net)	You can enter an alternative invoice amount in this text field.
TEXT BUILDING BLOCKS
Customize description	You can enter an alternative invoice price here.
Print pretext	Activate this option to print a pre-text in the document.
Print after text	Activate this option to print a follow-up text in the document.
PRINT FILTER FIELDS
Print filter field 1	Activate this option to print the information contained on the machine card in the Filter field 1 in the pro forma invoice.
Print filter field 2	Activate this option to print the information contained on the machine card in the filter field 2 in the pro forma invoice.
Print filter field 3	Activate this option to print the information contained on the machine card in the filter field 3 in the pro forma invoice.
Print filter field 4	Activate this option to print the information contained on the machine card in the filter field 4 in the pro forma invoice.
TEMPLATES PAYMENT INFO
EU payment info template	Activate this option to print the report template text for EU countries from the report setup on the pro forma invoice.
Third country payment information template	Activate this option to print the report template text for third countries from the report setup on the pro forma invoice.

The following buttons are available at the bottom of the wizard:

Button	Description
Send to...	Click on this button to export the pro forma invoice as a PDF, Word or Excel document.
Print	Click on this button to print the proforma invoice as a PDF document.
Preview & close	Click on this button to display a preview of the pro forma invoice to be printed.
Cancel	Click on this button to cancel the process and return to the machine card.

Select one of the options.

You have created a pro forma invoice.