How To: Proforma Help Guide

With a recent update to BrewMan, you can now use Draft Orders to issue Proforma Invoices and wait for payment before distributing.

When creating an order, you now have the option to select Create Draft Order. 

To do this click Create Order, choose and Outlet and click Create as Draft Order.

In the order you can add your line items as normal and the Draft Order will be saved automatically. Whilst in the “Draft” state you can open the order and select to Print or Email the proforma invoice. 

The below image is the default Pro-Forma Invoice on the system:

After the proforma is paid, you can change the status of the order to a Confirmed Draft Order which becomes an Open Order on your system and allows you to distribute and process your order to accounts.