Proforma Invoices

Control proforma invoices numbering and email settings.

Proforma Email Settings

This allows you to edit the email template that will be used when proforma invoice emails are sent. Clicking on the button “Email Template” will allow you to customize the email to your needs. More information about editing email templates in Chargify can be found here Email Templates

Additionally, in this email setting box is an option to include a PDF version of the proforma invoice in the proforma invoice email. Enabling this will automatically attach a PDF to the proforma invoice email.

Proforma Invoice Start Number

The proforma invoice start offset allows you to set the first invoice number. Example: If the offset is 20 then the first invoice will be 21, if the offset is 30 the first invoice will be 31. The starting offset must be at least 20 to prevent invoice number duplication.