Blesta 3.3 is in active development and is coming along nicely. One of the new highly requested features is Pro Forma Invoices. Let’s take a look!

In this video I’ll walk you through the process of enabling pro forma invoices. This is the process you’ll follow after we release version 3.3, if you need to issue pro forma invoices to your clients.

That was easy!

I know what you’re thinking. It’s too simple right? You should have to tweak settings and hone your coding skills modifying files that you’ll have to change again after you upgrade. Right? Not with Blesta.

So, how does it work?

After enabling pro forma, invoices will be created as pro forma invoices. Once paid, the pro forma invoice will be converted to a standard invoice with new invoice numbering. Invoices and Pro Forma Invoices have unique numbering and formats. By default, Pro Forma Invoices will start with PROFORMA-, followed by a number, but this can be changed under “Pro Forma Invoice Format”.

If you’re not an EU company, chances are good you don’t need pro forma invoices. Blesta will continue to use the standard invoice format out of the box.