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How do I turn on proforma invoices for bank transfers?

Short answer

Whether a customer who pays by bank transfer gets a proforma invoice with a QR code in the order confirmation, and how many days it is due in. It is a request for payment, not a tax document; the invoice comes once you record the payment.

This text comes from the Portican admin, word for word as you see it on screen. When the screen changes, this page changes with it.

Steps

  1. Sign in to the Portican admin.

  2. In the menu, open Shop → Proforma invoice.

  3. Choose “Send a proforma invoice to customers who pay by bank transfer”.

  4. Fill in “Payment due”.

  5. Save your changes with “Save”.

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