How can we help you?

Help articles

In this section of the Billit website, you will find manuals and explanations about all the features in Billit. You can find help articles using the search function or through the menu structure on the left which follows the menu-structure in Billit.
search

Pro-forma invoices

  • Using pro-forma invoices in Billit
    Down

    Billit does not yet have a separate pro forma invoice feature but you can easily create pro forma invoices by changing the layout of a quote, delivery note or order form.

    Create a new corporate style for a quote, delivery note or order form and change the title and name of the template to 'Pro forma invoice'.

    When you create a new quote, delivery note or order form choose the layout 'Pro forma invoice' to convert the document to a pro forma invoice. You can still convert the document to a real invoice later by selecting it from the list and clicking the orange 'Invoice' button.