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# How to create and pay Proformas

Sonas has a dedicated transaction section for each event, which provides detailed information on all charges, due dates, and payments. The payment process involves creating a proforma bill, which is the first step in paying a charge. Once paid, the proforma is converted into an invoice.

In most cases the proforma will not be seen as an invoice is created immediately upon payment of a charge. See below for the 2 ways to create a proforma and how to apply payment to a proforma.

**How to Create a Proforma**

_By the customer:_

If a couple is paying a charge and they stop the process after entering the method and amount, a proforma is generated indicating that the payment process had been initiated. If the method and amount were not entered, a proforma is not generated, rather it remains an unpaid charge. 

_By the Staff user:_

To create a proforma, as a staff user (with applicable permissions), go to **Actions > + New Proforma,** selects the charges to apply to the proforma and confirm. 

When a proforma is created the orange icon of upcoming transaction changes to the black proforma icon and the description renamed to PF-XX-XXXXXX. It will also say payment pending, as the payment process has been initiated. 

![](https://storage.crisp.chat/users/helpdesk/website/-/d/5/c/e/d5ce36403ada6800/6411d4358556085df2c5cc8256b268_y87qzt.png)

**How to Pay a Proforma**

The payment can be made by clicking the **Add Payment** button. At this point the customer will enter the information for a bank transfer already made, or a credit card number if you have a Stripe integration. On the venue side, you can enter cash received or confirm a bank transfer. Go to **Actions > Pay as Customer** to enter the customer's credit card details if there is a Stripe integration. 

Once the payment is complete or confirmed, an invoice is created. An invoice reflects a paid charge. The icon will change and the description will now read INV-XX-XXXXXX.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/5/c/e/d5ce36403ada6800/101bb34a43c058e8bf3aa3f43fdff1_xo085g.png)

Proformas can be downloaded and saved or printed by clicking on the blue icon. 

![](https://storage.crisp.chat/users/helpdesk/website/-/d/5/c/e/d5ce36403ada6800/e48bb7a9c8f7ea2be46af664893ab3_1ej3acx.png)

A proforma can be canceled by clicking on the red icon. 

![](https://storage.crisp.chat/users/helpdesk/website/-/d/5/c/e/d5ce36403ada6800/fd3d503f1640e882678417c7b5dbd7_s4jdcb.png)

Proformas cannot be edited.