How does “How a proforma moves” work on the Proformas page?

A proforma read in BillScan is recorded from its Proforma lane with a link to the document; one that came another way is added here by hand. It is To pay until it is paid — posted to Xero from the open proforma, paid in a payment run as its own bank-file line, or paid in Xero by hand and linked to the line Saral suggests — and then Waiting for invoice. When the invoice is processed in BillScan, Saral suggests the proforma sitting against that supplier and a person confirms; the push pays the agreed amount from the proforma account and the line is Settled. A payment may be split; the proforma shows what is paid and what is still to pay. Nothing is automatic: every record, payment, link and adoption is a click. Where: Proformas (/accounts/proformas).