Converting a pro-forma invoice into an invoice

3  minute read

Once a pro-forma invoice has been created, it can be converted into a formal invoice when you are ready to do so. This functionality supports both individual conversions and bulk conversions depending on operational needs.

Note: Pro-forma invoices cannot be converted if the associated Fee Payer profile is incomplete.

Method 1: Individual conversion

This method is recommended when converting a single pro-forma invoice.

Steps:

1. Navigate to the relevant Pro-Forma Invoice.
2. Click the Convert button located at the top of the page.
3. Define the Issue Date for the invoice. You will be given four options to choose from.
4. Click Convert to confirm.

Once converted:

• The invoice will be accessible via the Resident Profile in the Invoices and Credit Notes table.
• A direct link to the invoice will also appear in the timeline of the original pro-forma invoice.

Method 2: Bulk conversion

This method is recommended for converting multiple pro-forma invoices at once.

Note: Pro-forma invoices that have already been converted, or those linked to Fee Payers with incomplete profiles, cannot be included in bulk conversions.

Steps:

1. Navigate to the Billing tab.
2. Select View Pro-Forma Invoices.
3. Use the checkboxes to select the pro-forma invoices you wish to convert. You can:
   1. Select individual invoices manually, or
   2. Use the Select All button in the top-right corner of the table.
4. Click Convert.
5. Define the Issue Date using one of the four available options.
6. Click Convert to complete the process.

Once converted:

• All resulting invoices will be available in the Invoices and Credit Notes table for each resident.