How to check for unfinalized proforma's

A quick an easy way to check and correct unfinalized proforma's

When checking-out a guest Noovy will ask you; "Would you like to finalize the proforma's of the booking". Clicking Yes will convert all proforma's in that booking into invoices. In some cases there might be a specific reason why the proforma shouldn't be finalized yet, but typically you would like a proforma to convert to an invoice on check-out.

In order to check that all proforma's of checked-out bookings are finalized (converted into an invoice), you can follow these steps:

1. In the left menu go to Reports > Billing Documents
2. In the right upper corner click Filter and select the following:
   1. Type = Proforma
   2. Status = Active
   3. Check-out = Enter the period you would like to check, for example previous month

You will now get a list of all active proforma's for bookings that checked out in the selected period. You can check these bookings and either cancel or finalize the proforma.