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Proforma Invoice


Short description

This report allows you to generate a standardized proforma invoice based on order data for cases where no invoice exists yet. This is particularly relevant for B2B or B2C use cases, for example when an order confirmation in PDF format is required.

Open the Reports area in pixi Web. Here you can create the “Proforma Invoice” report by creating a corresponding report profile (DE: „Proforma-Rechnung”).



Available parameters

The following parameters are available in this report:

  • Report name: Freely selectable name for the report, e.g. “Order no. 735”.

  • Report group: Preselected group, e.g. Customer Service.

  • Data Set: Selection of the report type, here: Proforma Invoice.

  • Order no.: Enter the order number for which the proforma invoice should be generated.


Results

The following evaluations are available:

  • Order information: Order number, order date, shop, shop name, currency, item number, EAN/UPC, item description, quantity, unit price, discount, subtotal, total amount (net, VAT, gross), shipping costs (incl. and excl. VAT)

  • Customer information: Customer name and number, email address, phone number, billing address (incl. name, street, ZIP/postal code, city, country), shipping address (incl. name, street, ZIP/postal code, city, country), customer type: B2B or B2C

  • Payment and delivery information: Payment method, IBAN/BIC, if applicable reference/purpose of payment, shipping method, shipping vendor, delivery date (estimated), status information on delivery and stock availability

  • Other fields: Shop-specific notes, logos, contact information, tax information depending on the country (incl. tax exemption if required), additional notes on the address or order


Additional information

  • This report does not replace an official invoice and is only intended for preliminary information or as a basis for an order confirmation.

  • This report is especially helpful for customers who want to move from desktop-based layouts to web-based reports.

  • Sending the generated PDF files by email is currently not automated.

  • The report can be extended customer-specifically with layout variants for B2B and B2C.


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