Feature to Generate Performa Invoices
Feature Overview:
This feature introduces the capability to generate and manage Proforma Invoices in the NEON billing system. It allows users to flag and issue Proforma Invoices before generating official invoices, giving clients a preview for approval or review.
• Proforma Invoices apply only to periodic invoices.
• A flag is added in the database to control Proforma Invoice generation.By default, the Proforma Invoice flag is disabled (off). If enabled, system generates Proforma Invoices instead of standard ones
Invoice Template Enhancements
Users can now configure Proforma Invoice settings via:
• Proforma Invoice Prefix
• Proforma Invoice Number Format
Go to Settings → Invoice Template to update these values.
Navigating Invoices with Proforma Filter
A new filter has been added to the BillingèInvoice:
• Filter Name: Proforma Invoice
• Options: All / Yes / No
This helps users easily locate Proforma vs. standard invoices.
Convert Proforma to Invoice
If an invoice is flagged as Proforma: “Convert to Invoice” Button will be available
Visual Indicators:
• Grid Display: Highlights Proforma invoices
• Email Subject: Shows “Proforma Invoice” when sent
• Invoice Display: Shows Proforma invoice number instead of standard invoice number
