Some businesses need to issue proforma invoices through Spacebring 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. Spacebring 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 Spacebring, open Spacebring and follow these steps:
Navigate to the Location settings page by pressing the menu (...) near the location name > Billing > "Invoicing" tab.
In the "Invoice type" dropdown, select "Proforma invoice".
How users get proforma invoices
With the "Proforma invoice" type selected in the location settings, all the invoices, whether automatically issued with the 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.
How users view proforma invoices
Users can view the proforma invoice issued to them in the member web portal or mobile app in the following ways:
By clicking on the push notification or banner on the Locations page.
By opening it from the email they receive to their inbox.
By going to the Membership > Billing > Invoices page > open the invoice > press the
Download PDFbutton. To view the invoice receipt PDF, users press theDownload receipt PDFbutton accordingly.
Users can also pay for the proforma 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 Spacebring: