Chapter 6
Proforma Invoices
A proforma invoice shows the agreed charges in advance, for your approval or purchase order. It is not a request for payment: you will receive a final invoice for the work. Proforma Invoices appears in the menu only if your transport provider uses them.
6.1 Viewing and downloading a proforma#
Proforma Invoices lists the proformas sent to you, newest first, with the number (such as PFI-2026-0001), the date, the Valid Until date, the status and the total. Click “View” to see the details, the request it belongs to (click the request number to open it), any Notes, and the line items with the Subtotal, Tax and Total.
Click “Download PDF” for a copy to attach to a purchase order or send for approval. To go ahead, tell your transport provider in the usual way, for example by sending them your purchase order.
6.2 What the status means#
| Status | What it means |
|---|---|
| Issued | Current. The prices stand until the Valid Until date. |
| Expired | The Valid Until date has passed. Ask your transport provider for an updated proforma. |
| Converted | It has been turned into an invoice. Once that invoice is issued, the proforma page links to it. |
| Cancelled | Withdrawn by your transport provider and no longer valid |