> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rntor.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Proforma invoices

> Set up proforma invoices to provide customers with preliminary billing documents for expected costs without issuing official sales invoices

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.

## 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**.

<Frame>
  <img src="https://mintcdn.com/rntor/iaoCPxO8QnE0Z0HI/images/billing/proforma-invoices/configure-invoice-type.svg?fit=max&auto=format&n=iaoCPxO8QnE0Z0HI&q=85&s=45b69acdf96017595618838cc94466d7" alt="Configure the Proforma invoice type in RNTOR location settings" width="1080" height="500" data-path="images/billing/proforma-invoices/configure-invoice-type.svg" />
</Frame>

## How users get proforma invoices

With the **Proforma invoice** type selected in the location settings, all invoices—whether automatically issued with a [**subscription**](/docs/admin/billing/subscriptions/set-up-subscriptions) or [**manually created**](/docs/admin/billing/invoices/issue-invoices)—will be labeled as **Proforma invoice**.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/rntor/images/billing/proforma-invoices/proforma-invoice-pdf.png" alt="Example of a proforma invoice PDF generated in RNTOR" />
</Frame>

Once issued, users receive a push notification and an email labeled **Proforma invoice** with the proforma invoice details and a PDF attached.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/rntor/images/billing/proforma-invoices/proforma-invoice-email.png" alt="Proforma invoice email sent to a customer from RNTOR" />
</Frame>

## 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.

<Frame>
  <img src="https://mintcdn.com/rntor/iaoCPxO8QnE0Z0HI/images/billing/proforma-invoices/view-proforma-invoice.svg?fit=max&auto=format&n=iaoCPxO8QnE0Z0HI&q=85&s=4700cb7daf04035077b36c8df5cc30b3" alt="View and download a proforma invoice from the RNTOR member portal" width="1080" height="720" data-path="images/billing/proforma-invoices/view-proforma-invoice.svg" />
</Frame>

Users can also [**pay the proforma invoice**](/docs/admin/billing/invoices/pay-for-invoice) in the member web portal or mobile app upon opening it.

## How administrators manage proforma invoices

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

* [**Edit proforma invoices**](/docs/admin/billing/invoices/edit-invoices)
* [**Resend proforma invoices**](/docs/admin/billing/invoices/track-and-manage-invoices)
* [**Void proforma invoices**](/docs/admin/billing/invoices/void-an-invoice)
* [**Delete draft proforma invoices**](/docs/admin/billing/invoices/void-an-invoice)