Facilities rental - proforma invoices

Owned by Ann Turner
Apr 06, 2022
2 min read

Follow the steps below to send a customer a proforma invoice. The proforma invoice will generate an email with a link for customer to use to make their payment.


Reference video: https://www.screencast.com/t/vAV8WeuxM

Step-by-step guide


  1. Log into Fonteva.
  2. Search for customer name in the global search bar at the top of the page.
  3. Select the customer name in the list of contacts that are displayed.
  4. From the contact record, click the drop-down arrow in the far right-hand corner and select 'Rapid Order Entry'.
  5. It may take a minute for the screen to fully render the available fields. The customer field will be filled in with the contact's name.
  6. Click in the 'Item Quick Add' field.
  7. Type in the item you are looking for. Example: catering NOTE: items that are not taxed will have the words 'not taxed' in the item name
  8. Click the item you want to select for payment.
  9. Click the 'Add to order' button.
  10. Click the down arrow to expand the item that was added to the order.
  11. You will see a quantity and price field.
  12. Click 'Override' next to the price field and enter the amount to be charged to customer.
  13. After entering in the payment amount, click outside of the amount field. This will update the total from 'free' to the amount you just entered.
  14. Follow steps 6-13 to add additional items.
  15. Once all items have been added, click the down arrow next to Process Payment box and select Proforma invoice'.
  16. Click the 'Go' button.
  17. On the next screen, change the business group name to 'eCommerce'.
  18. Confirm the email address is correct.
  19. Enter subject on the subject line.
  20. Enter message in the body of the message.
  21. There will be a link in the body of the message automatically that the customer will use to make their payment online.
  22. Click 'Send' button.