Create or generate
Make a one-off invoice or generate one from an eligible contract; supported processes can run automatically, with a preview before issue.
Proforio
Invoicing connected to your records
Prepare client invoices manually or generate them from contract rent and utility settings.
What this means in Proforio
Create invoices manually or generate them from contract rent, utility calculations and a chosen period. Each charge stays connected to its source.
What you can control
Set invoice defaults
Choose a template, numbering, tax, payment method and due days; template editing depends on permissions.
Issue and share
Edit, approve, cancel, send or download invoices, including selected batches. Issued PDFs and XML are exports; XML is not automatic delivery.
Track payments
Record full or partial payments and review outstanding or overpaid balances, client history and supported exports.
How it connects to the workflow
- Rent and utilities
- Invoice
- Send or download
- Payment
Rent and utility charges form an invoice; recorded payments update its status and the client balance.
Practical examples
Bill monthly rent
Generate an invoice, check utility charges and approve it before sending.
Record a partial payment
Apply the amount received and keep the remaining balance visible.
Need implementation details?
Find invoice steps, available tools and billing records in the Invoices article.