Proforma first, or invoice straight away
One setting decides which document a bank-transfer customer gets. Card payments always get the fiscal invoice.
Click Settings, then Invoicing. There is one decision here, and it matters to your accountant.
The choice
Proforma first, the recommended setting. When the order is placed you issue a proforma, which requests payment without being a tax document. Once the transfer arrives in full, the fiscal invoice is minted automatically.
The alternative issues the fiscal invoice straight away, before the money has arrived.
Why proforma first is usually right
A fiscal invoice is a declaration that a sale happened. Issuing one the moment somebody clicks Book means declaring sales that may never be paid, then unwinding them with credit notes when they are not.
Proforma first means your invoice numbers only cover money you actually received.
Card payments are different
Cards always issue the fiscal invoice directly, whatever this setting says. The money has already moved, so there is nothing to wait for.
Existing invoices are unaffected
Changing this changes what happens next. Documents already issued stay exactly as they are.
Where the documents go
Both land in Finance → Invoices, distinguishable by their prefix. See Invoices, proformas and credit notes.
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