Proforma invoices and final invoices

Proforma invoices (zálohové faktury) are a module, turn it on in Account, Modules/Features. For each proforma invoice you choose whether it is for the full amount or for a part:

  • For the full amount: once it is paid, an invoice is issued automatically and marked as paid.
  • For part of the amount: once it is paid, a new invoice opens, prefilled with the details from the proforma invoice, and you add the rest.

VAT payers can issue a tax document for a received payment (daňový doklad k přijaté platbě) for a paid proforma invoice. Turn it on in Modules/Features as “Tax documents for received payments”.