I wonder if you can help. This may be very straightforward to most of you on here however, it is causing me a bit of a headache.
I'm currently using Sage Business Cloud Accounting.
If you create a proforma, do you then create the invoice from that proforma and if you do, if there is a difference between the proforma price and the cost of the work carried out, do you raise a credit note then against that invoice?
At the moment, I raise a proforma for work we carry out, however, that price may differ from the actual cost of the work carried out and I am trying to work out the best process for this. As a rule, once the proforma is paid, I allocate the payment on account but then the invoice I send to the customer will differ against the payment they have made to us.
My apologies if this question is a bit basic, I am just trying to work out the best process.
