Open Billing → Receivables → Proformas. Use the proforma as a controlled review of work that may become an invoice.
Check the customer or account, included trips, service dates, amounts, taxes or additions, and any visible payment context. Compare the result with the originating reservations and the company’s billing policy.
Generate proforma starts with the company currency. Check the selected currency before reviewing the available trips: it is part of the trip selection. Existing proforma totals, paid amounts, and balances display the document’s currency.
Resolve unexpected items before advancing the billing workflow. A proforma is not a substitute for correcting the underlying reservation when the reservation itself is wrong.