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Set up a Proforma invoice type to provide customers with preliminary billing documents for expected costs without issuing official sales invoices via RNTOR. Some businesses need to issue proforma invoices through RNTOR while sending official sales invoices via their accounting system to comply with local regulations. A proforma invoice is a preliminary document that outlines the expected costs for products or services but does not require payment. RNTOR allows you to set invoices in a location as proforma, ensuring all generated invoices are clearly labeled and easy to manage.

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Configure invoice type

To set up a proforma invoice as an invoice type in RNTOR:
  1. Navigate to the Location settings page by pressing the (…) menu near the location name > Billing > Invoices tab.
  2. In the Invoice type dropdown, select Proforma invoice.

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How users get proforma invoices

With the Proforma invoice type selected in the location settings, all invoices—whether automatically issued with a subscription or manually created—will be labeled as Proforma invoice.
Once issued, users receive a push notification and an email labeled Proforma invoice with the proforma invoice details and a PDF attached.

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How users view proforma invoices

Users can view the proforma invoices issued to them in the member web portal or mobile app in the following ways:
  • By clicking the push notification or banner on the Locations page.
  • By opening the email they receive in their inbox.
  • By going to Membership > Billing > Invoices > opening the invoice > pressing Download PDF. To view the invoice receipt PDF, users press Download receipt PDF accordingly.
Users can also pay the proforma invoice in the member web portal or mobile app upon opening it.

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How administrators manage proforma invoices

Administrators can manage proforma invoices just as regular invoices in RNTOR: