Create the call off in the usual way, after assigning products to the call off continue with steps 1 to 15

From the contract details window select the Proforma Payments tab

Select the + symbol

Select the … in the in the proforma window cell this generates the next proforma sequential number

In the description field enter the call off number

In the date issued field enter the date you are processing this and asking for payment

In the total value field enter the value of the call off

In the File field select the document icon

This opens a new window showing detail of all the product on the proforma, search for the call off you have just added

Select the product required for this proforma

Then select the preview tab this will open a preview of the proforma invoice

Check the Preview

• Correct product
• Qty
• Price
• Customer details

Close the preview this now populates the invoice in the proforma payments section (steps 13)

Select the spy glass document this will open the actual PDF this is then saved in project folder ready to send to the customer

What to email to customer?

• PDF of proforma invoice
• State clearly on email asking customer to notify scheduler once they have made a payment

When the customer confirms payment has been made contact Tom Smith in credit control will confirm this has been paid and release the order for scheduler to proceed

Proceed to committing the order and updating the statuses in the call off