{"id":4492,"date":"2026-01-10T06:01:29","date_gmt":"2026-01-10T06:01:29","guid":{"rendered":"https:\/\/profitaa.com\/?post_type=docs&p=4492"},"modified":"2026-01-10T06:01:29","modified_gmt":"2026-01-10T06:01:29","password":"","slug":"proforma-transactions","status":"publish","type":"docs","link":"https:\/\/profitaa.com\/ng\/help\/transactions\/proforma-transactions\/","title":{"rendered":"Proforma Transactions"},"content":{"rendered":"

Proforma are estimates given to intending customers. It is not yet qualified as a Transaction, but an intent document. During finalization of Transactions, when it is saved as a Proforma, it ends there. No ledger entries are recorded and no actual sale also.<\/p>\n

When the customer return for actual purchase, you only need to click the \u201cPayment<\/strong>\u201d button to continue to payment and make it a proper transaction.<\/p>\n

 <\/p>\n

\"\"<\/p>\n

 <\/p>\n

Proforma can be discarded by using the ellipsis and click \u201cDelete<\/strong>\u201d option.<\/p>\n","protected":false},"excerpt":{"rendered":"

Proforma are estimates given to intending customers. It is not yet qualified as a Transaction, but an intent document. During finalization of Transactions, when it is saved as a Proforma, it ends there. No ledger entries are recorded and no actual sale also. 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