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The Pro Forma invoice is a document that you can issue to ask for an advanced payment for the confirmation of a booking. This way, you do not have to issue an invoice and therefore avoid running the risk of issuing the relative credit note if the booking is not confirmed.

From the list of client invoices click on +.

Enter the requested data and, in the Series field, select Pro_forma.

At the moment of payment, to transform the pro forma invoice into a fiscal invoice, access the invoice and choose the current series for your invoices and save.

If at the moment you transform the invoice from pro forma to fiscal you also want to manually change the number of the invoice, first you have to open the series list window and edit the next number of the serie you will use, setting the number that ​​you want.