What is the Proformas page for?

A proforma is a supplier's request for money before the invoice exists; paying it leaves an advance on the proforma account with no document behind it until the invoice arrives. This board keeps every advance in view from the day it is recorded to the day its invoice settles it: one list, a status on each line, and the payments already sitting on each company's proforma account in Xero that nobody recorded. From this door a payment is posted to Xero from Saral, and a bill already in Xero that matches an advance is cleared from the proforma account with one click. The same board opens from BillScan, where posting is shown as an Accounts feature. You enter: A proforma that did not come through BillScan — Add proforma — and the edits to one: supplier, reference, amount, the date it must be paid by; Its payment: posted to Xero from here, paid in a payment run from Build run → Proformas to pay, or recorded as a payment made in Xero by hand and linked to the Xero line Saral suggests; On a Ready to post line, the matched invoice and Post payment — or several ticked and posted together; on a Paid twice? line, the reason it leaves the list once the supplier has refunded or credited; Adopt as proforma on a Xero payment nobody recorded; Cancel on a proforma with nothing paid that will never be invoiced. Saral fills: Proformas recorded from BillScan's Proforma lane, each with a link to its document; Every payment already on the proforma account in Xero for every company that has one, and whether each is recorded here or sits with no document; The status on every line — To pay, Waiting for invoice, Ready to post, Paid twice?, Settled — and what is still left on the proforma account after anything posted but not yet synced back; The bills already in Xero that could be an advance's invoice: the same amount, a larger bill the advance is a round share of, a shared reference — with the amount that would post and whether the bill is paid in full by it; A note where Xero's balance on the proforma account differs from the advances listed, and a banner where Xero does not yet allow payments on the account. It produces: A register of advances with their documents, their payments and the invoice each was settled by; Spend Money on the proforma account for each payment posted from here, and a bill payment from the proforma account for each advance cleared against a bill in Xero, dated the day the advance was paid; Group totals by supplier or by company — what has been paid and still sits on the proforma account. Where the settings live: Each company's proforma payment account is chosen on Accounts → Settings → Proformas — the same store BillScan → Settings → Proformas edits; a company may have several, and new payments post to the lowest code. Paying a proforma in a run is Payment Runs → Build run → Proformas to pay. Who may open this page is the Proformas permission (Accounts) on the role.