Enable automatic "Proforma Invoice" for clients paying via bank transfer

[Davyjones93]

Hi,

We were having issues with situations where a client needed an invoice up front for paying via bank transfer, so we needed to issue invoices outside Simplero and then set a paying customer to "Freebie" inside Simplero.

This is being discussed already with Merete in Ticket #53812 - I am filing this here again as a feature request:

Our goal here is to be able to avoid situations where we have to issue an invoice outside Simplero. This comes with a couple of problems:

• Since most of our clients are companies, they NEED some form of invoice for their accounting so their company can pay if they decide to pay via bank transfer.

• If we issue an invoice outside Simplero and then set them to Freebie, we will break all our stats and numbers in Simplero. (the client is not free, but he actually paid).

• If we issue the invoice in Simplero before they pay, we will pay taxes on the transaction immediately, even if the customer pays 3 months later.

All this would need is a .pdf invoice to be sent up front when the client selects to pay via bank transfer. This invoice would only differ from a real invoice in 2 things:

1. Instead of "Invoice", it would say "Proforma Invoice".

2. It must not contain any invoice number. Only the real invoice does.

One of the main reasons why we value your product so much is that the whole EU VAT system is so much more convenient for us than with providers from the US. I understand that the entire payment logic must be considered with implications like this. I just want to highlight the fact that many of your clients from the EU might also benefit from this feature, despite us being the only ones to point it out.

Thanks and kind regards,

David Herlt LinkResearchTools GmbH david.herlt@linkresearchtools.org

[Meretestenner]

I really like the idea of sending a preliminary pdf invoice when manual payment in some form is chosen as payment method, that would also solve the problem of people mislaying the account number, that is only shown right after purchase.

[Davyjones93]

Hi! Is there any update on this? We would like to know when and if we can expect this feature.

Thanks!

[infoproducts]

We really need this feature as well. Half our payments are companies who need some sort of invoice to be able to make the bank transfer.

Just the order summary with payment option chosen and the instructions for the payment option - sent automatically as a PDF or at least an email to the customer.