Sales order in the online accounting program mKsiegowa.pl can also act as proforma invoice. The program does not create journal entries for sales orders (proforma invoices).
Sales Order Inquiry
You can search orders and pro forma invoices in the module Sales of the program. Here you can search, view and modify previously prepared documents.
Orders (proforma invoices) for which the deadline for issuing the delivery note or the proper invoice have expired are marked in colour.
Closed orders are marked in italics.
Depending on the program configuration, a typical sequence of documents may be as follows:
- sales order (proforma invoice) → sales invoice, if we do not use the inventory management module
- sales order (proforma invoice) → sales invoice, if we use the inventory management module
The icon 
is used to issue a sales invoice, if you are not using the inventory management module.
Modifying orders (proforma invoices)
To change a previously prepared order, search for it and click the icon 
on the right side of the line.
Order Printout
You can also print the order here (icon 
). Orders can be printed with the title Sales Order or Proforma Invoice. You can specify how the document will be printed in System and General GL Setup - option Print Proforma Invoice instead of Sales Orders.
Sending proforma invoice by email
The icon 
is used to send an invoice by e-mail to the customer.
Default message content can be set in the configuration.
The icon appears next to the document if:
- the customer has at least 1 email address entered in the Customers
- the order is entered by the user (it has not been generated automatically, i.e. if the document number is not auto).
Order status
You can change statuses for orders. Potions used in the program:
- Open
- Suspend
- Closed
Additionally, it is possible to define an order as Template. The following sections describe how to use the templates.
Document templates
Orders prepared earlier can be used as invoice templates. To change the document into a template, search for the order and click the checkbox in the column Template.
Templates can be used to display:
The template can also be created directly when entering an order. To do this, select the checkbox Save as template.
Additional Template Features
The program administrator can enable additional functionalities for the templates:
- the ability to define an invoice sub-reference
- the possibility of blocking the invoice issuing icon on the basis of a template for 1 month (useful when issuing invoices based on a template in monthly cycles when recurrent invoices are not applicable)
Issue receipts for a pro-forma invoice or order
If the proforma document is issued to the customer assigned to the receipts in the configuration, it is possible to issue a receipt for such an invoice. To enable this option, please contact us.
Notes
- If you cannot find the previously prepared order, make sure that the order you are looking for is within the dates FROM - TO.
- You can cancel an order or a proforma invoice. To do this, enter the order modification and click Cancel Order.