How to Generate Proforma Invoice on Softinn PMS

Hello Softinn PMS Users!

Customers request a proforma invoice? Wonder how to generate a proforma invoice on Softinn PMS

Check out the video & guideline below to find out on how to generate proforma invoice on Softinn PMS:

Steps to Generate Proforma Invoice on Softinn PMS :

Follow the guideline below:

Step 1: Login into Softinn PMS

Step 2: Select the correct property

Step 3: Click on ‘Reservation‘

Step 4: Then, open a specific folio.

Step 5: Go to ‘Proforma Invoice’ folio

Step 6: Click ‘Create New Proforma Invoice’ button to create a proforma invoice

Step 7: On this page, you may assign the ‘Bill To‘ section.

Step 8: Besides, select the charges and payments to be included in the proforma invoice by clicking checkbox.

Step 9: Fill the remarks if any

Step 10: Then, Under the Choose PDF format section, may choose ‘Summarized Format’ or ‘Detailed Format’

**Note:

Hope this video helps you on how to generate proforma invoice on Softinn PMS 🙂