Proforma Invoice

The ProformaInvoice object represents proforma invoices (quotations) that can be sent to clients before issuing a final invoice. Proforma invoices can be accepted, rejected, or converted into regular invoices.

Attributes

Attribute	Type	In List	In Detail	Description
id	UUID	✓	✓	Unique identifier
number	string	✓	✓	Proforma number (e.g., "PRO-2024-001")
status	ProformaStatus	✓	✓	Status: draft, sent, accepted, rejected, converted, cancelled
currency	string	✓	✓	3-letter currency code (e.g., "RON", "EUR")
language	string	✗	✓	Document language for PDF generation: `ro`, `en`, `de`, `fr` (default: `ro`)
issueDate	date	✓	✓	Date the proforma was issued (YYYY-MM-DD)
dueDate	date	✓	✓	Payment due date (YYYY-MM-DD)
subtotal	decimal	✓	✓	Subtotal before VAT
vatTotal	decimal	✓	✓	Total VAT amount
total	decimal	✓	✓	Total amount including VAT
clientName	string	✓	✓	Virtual field: name of the client
client	Client	✗	✓	Full Client object
documentSeries	string	✗	✓	Document series prefix
validUntil	date	✗	✓	Date until which the proforma is valid
discount	decimal	✗	✓	Total discount amount
notes	text	✗	✓	Public notes visible to client
paymentTerms	text	✗	✓	Payment terms description
invoiceTypeCode	InvoiceTypeCode	✗	✓	Type code (standard, reverse_charge, etc.)
deliveryLocation	string	✗	✓	Delivery address
projectReference	string	✗	✓	Project or reference number
orderNumber	string	✗	✓	Purchase order number
contractNumber	string	✗	✓	Contract reference number
issuerName	string	✗	✓	Name of the person issuing the proforma
issuerId	string	✗	✓	ID/CNP of the issuer
mentions	text	✗	✓	Additional mentions on proforma
internalNote	text	✗	✓	Internal notes (not visible to client)
salesAgent	string	✗	✓	Sales agent name
exchangeRate	decimal	✗	✓	Exchange rate used (for foreign currencies)
convertedInvoice	object	✗	✓	Reference to converted invoice (if status is converted)
sentAt	datetime	✗	✓	Timestamp when sent to client
acceptedAt	datetime	✗	✓	Timestamp when accepted by client
rejectedAt	datetime	✗	✓	Timestamp when rejected by client
cancelledAt	datetime	✗	✓	Timestamp when cancelled
lines	array	✗	✓	Array of ProformaInvoiceLine objects
createdAt	datetime	✓	✓	Timestamp when created
updatedAt	datetime	✓	✓	Timestamp of last update
deletedAt	datetime	✓	✓	Soft delete timestamp (null if not deleted)

Example

{
  "id": "e5f6a7b8-c9d0-1234-ef12-345678901234",
  "number": "PRO-2024-001",
  "status": "sent",
  "currency": "RON",
  "issueDate": "2024-02-15",
  "dueDate": "2024-03-15",
  "subtotal": 2500.00,
  "vatTotal": 475.00,
  "total": 2975.00,
  "clientName": "Tech Solutions SRL",
  "client": {
    "id": "f6a7b8c9-d0e1-2345-f123-456789012345",
    "type": "company",
    "name": "Tech Solutions SRL",
    "cui": "23456789",
    "vatCode": "RO23456789",
    "isVatPayer": true,
    "address": "Bulevardul Unirii, nr. 25",
    "city": "Cluj-Napoca",
    "email": "[email protected]"
  },
  "documentSeries": "PRO",
  "validUntil": "2024-03-31",
  "discount": 0.00,
  "notes": "Valid for 45 days. Payment within 30 days after acceptance.",
  "paymentTerms": "30 days from acceptance",
  "invoiceTypeCode": "standard",
  "deliveryLocation": "Bulevardul Unirii, nr. 25, Cluj-Napoca",
  "projectReference": "PROJ-2024-005",
  "exchangeRate": 1.0000,
  "convertedInvoice": null,
  "sentAt": "2024-02-15T11:00:00+02:00",
  "acceptedAt": null,
  "rejectedAt": null,
  "cancelledAt": null,
  "lines": [
    {
      "id": "a7b8c9d0-e1f2-3456-1234-567890123456",
      "position": 1,
      "description": "Custom Software Development",
      "quantity": 100.0,
      "unitOfMeasure": "hour",
      "unitPrice": 25.00,
      "vatRate": 19.00,
      "vatAmount": 475.00,
      "lineTotal": 2975.00,
      "discount": 0.00
    }
  ],
  "createdAt": "2024-02-15T10:00:00+02:00",
  "updatedAt": "2024-02-15T11:00:00+02:00",
  "deletedAt": null
}