Proforma Invoice

  1. Proforma invoices are sent to non-account/cash customers and/account customer for orders that require pre-payment.
  2. This is advised by the sales rep/ sales admin.
  3. The Sales Admin will send through the quote and/ official order from the customer to Accounts Admin. 
  4. Account’s admin will generate a proforma invoice via SAGE and email it to the customer with the Sales representative and Sales Admin in CC.
  5. Accounts Admin will follow up on payment confirmation after 2 days of generating the proforma invoice.
  6. Payment confirmation and the proforma invoice is sent to Laren to confirm if funds has been received and cleared in the Apex Scientific bank account. 
  7. Once confirmation from Laren is received proceed to the Order Confirmation step in the Order to Delivery Workflow Process