{"id":26955,"date":"2020-03-24T15:29:13","date_gmt":"2020-03-24T14:29:13","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=26955"},"modified":"2025-11-27T13:40:49","modified_gmt":"2025-11-27T12:40:49","slug":"proforme","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/proforme\/","title":{"rendered":"Proforme"},"content":{"rendered":"<div class=\"alert alert-info\" style=\"text-align: justify;\"><strong>Not\u0103 important\u0103<\/strong>: MiniCRM aloc\u0103 \u00een mod automat serii \u0219i numere facturilor, ofertelor sau proformelor \u0219i acestea nu pot fi modificate.<\/div>\n<h3 style=\"text-align: justify;\">Emiterea unei facturi proforme<\/h3>\n<p style=\"text-align: justify;\">Pentru a emite o factur\u0103 proform\u0103, selecteaz\u0103 op\u021biunea <em>Proform\u0103 nou\u0103<\/em> dup\u0103 ce ai dat click pe butonul\u00a0<em>Card nou<\/em>.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.47.49.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44291 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.47.49.png\" alt=\"\" width=\"2878\" height=\"1346\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.47.49.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.47.49-300x140.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.47.49-1024x479.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.47.49-768x359.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.47.49-1536x718.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.47.49-2048x958.png 2048w\" sizes=\"auto, (max-width: 2878px) 100vw, 2878px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Apas\u0103 pe butonul\u00a0<em>Adaug\u0103\u00a0<\/em>\u00een fereastra care apare dup\u0103 ce ai modificat (dac\u0103 este cazul) op\u021biunile proformei (tipul, moneda sau limba de afi\u0219are a documentului).<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.48.50.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44294 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.48.50.png\" alt=\"\" width=\"2872\" height=\"1426\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.48.50.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.48.50-300x149.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.48.50-1024x508.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.48.50-768x381.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.48.50-1536x763.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.48.50-2048x1017.png 2048w\" sizes=\"auto, (max-width: 2872px) 100vw, 2872px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Ca \u0219i \u00een cazul facturilor, completeaz\u0103 elementele care vor ap\u0103rea pe proform\u0103.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.50.48.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44297 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.50.48.png\" alt=\"\" width=\"2868\" height=\"1350\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.50.48.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.50.48-300x141.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.50.48-1024x482.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.50.48-768x362.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.50.48-1536x723.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.50.48-2048x964.png 2048w\" sizes=\"auto, (max-width: 2868px) 100vw, 2868px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Dup\u0103 ce ai ad\u0103ugat toate elementele necesare, po\u021bi emite proforma prin click pe butonul\u00a0<em>Emitere<\/em>.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.52.41.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44300 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.52.41.png\" alt=\"\" width=\"2870\" height=\"1404\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.52.41.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.52.41-300x147.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.52.41-1024x501.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.52.41-768x376.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.52.41-1536x751.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.52.41-2048x1002.png 2048w\" sizes=\"auto, (max-width: 2870px) 100vw, 2870px\" \/><\/a><\/p>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">Dup\u0103 emitere, elementele de pe proform\u0103 sau alte detalii nu mai pot fi modificate.<\/div>\n<div style=\"text-align: justify;\">Po\u021bi alege op\u021biunea de a emite documentul sau, dac\u0103 persoana are o adres\u0103 de email setat\u0103, po\u021bi emite \u0219i trimite pe email proforma.<\/div>\n<div style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.53.05.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44303 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.53.05.png\" alt=\"\" width=\"2870\" height=\"1416\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.53.05.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.53.05-300x148.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.53.05-1024x505.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.53.05-768x379.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.53.05-1536x758.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.53.05-2048x1010.png 2048w\" sizes=\"auto, (max-width: 2870px) 100vw, 2870px\" \/><\/a><\/div>\n<div style=\"text-align: justify;\"><\/div>\n<div style=\"text-align: justify;\">Apas\u0103 apoi pe\u00a0<em>\u00cenchide<\/em> pentru a \u00eenchide fereastra de previzualizare.<\/div>\n<div style=\"text-align: justify;\"><\/div>\n<div style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.53.47.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44309 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.53.47.png\" alt=\"\" width=\"2876\" height=\"1426\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.53.47.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.53.47-300x149.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.53.47-1024x508.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.53.47-768x381.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.53.47-1536x762.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.53.47-2048x1015.png 2048w\" sizes=\"auto, (max-width: 2876px) 100vw, 2876px\" \/><\/a><\/div>\n<div style=\"text-align: justify;\"><\/div>\n<div style=\"text-align: justify;\">Po\u021bi marca apoi respectiva proform\u0103 ca fiind pl\u0103tit\u0103 sau s\u0103 o stornezi, \u00een func\u021bie de caz.<\/div>\n<div style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.54.44.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44312 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.54.44.png\" alt=\"\" width=\"2870\" height=\"1420\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.54.44.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.54.44-300x148.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.54.44-1024x507.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.54.44-768x380.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.54.44-1536x760.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.54.44-2048x1013.png 2048w\" sizes=\"auto, (max-width: 2870px) 100vw, 2870px\" \/><\/a><\/div>\n<p>\u00cen cazul \u00een care marchezi proforma ca \u0219i pl\u0103tit\u0103, sistemul \u00ee\u021bi ofer\u0103 posibilitatea s\u0103 emi\u021bi automat \u0219i factura fiscal\u0103 au dac\u0103 nu ai nevoie de ea, atunci po\u021bi alege s\u0103 nu emi\u021bi nimic.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.59.13.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44315\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.59.13.png\" alt=\"\" width=\"2858\" height=\"1422\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.59.13.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.59.13-300x149.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.59.13-1024x509.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.59.13-768x382.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.59.13-1536x764.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.59.13-2048x1019.png 2048w\" sizes=\"auto, (max-width: 2858px) 100vw, 2858px\" \/><\/a><\/p>\n<h3><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.59.54.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44321 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.59.54.png\" alt=\"\" width=\"2864\" height=\"1416\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.59.54.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.59.54-300x148.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.59.54-1024x506.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.59.54-768x380.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.59.54-1536x759.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-13.59.54-2048x1013.png 2048w\" sizes=\"auto, (max-width: 2864px) 100vw, 2864px\" \/><\/a><\/h3>\n<h3 style=\"text-align: justify;\">Stornarea unei proforme<\/h3>\n<p style=\"text-align: justify;\">Pentru a storna o factur\u0103 proform\u0103 intr\u0103 pe respectiva proform\u0103 \u0219i d\u0103 click pe\u00a0<em>Stornare<\/em>.<\/p>\n<p style=\"text-align: justify;\">Documentul va fi stornat iar statusul va fi modificat automat \u00een\u00a0<em>Stornat<\/em>.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-14.00.45.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44318 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-14.00.45.png\" alt=\"\" width=\"2868\" height=\"1420\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-14.00.45.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-14.00.45-300x149.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-14.00.45-1024x507.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-14.00.45-768x380.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-14.00.45-1536x761.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-11-24-at-14.00.45-2048x1014.png 2048w\" sizes=\"auto, (max-width: 2868px) 100vw, 2868px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Not\u0103 important\u0103: MiniCRM aloc\u0103 \u00een mod automat serii \u0219i numere facturilor, ofertelor sau proformelor \u0219i acestea nu pot fi modificate. Emiterea unei facturi proforme Pentru a emite o factur\u0103 proform\u0103, selecteaz\u0103 op\u021biunea Proform\u0103 nou\u0103 dup\u0103 ce ai dat click pe butonul\u00a0Card nou. Apas\u0103 pe butonul\u00a0Adaug\u0103\u00a0\u00een fereastra care apare dup\u0103 ce ai modificat (dac\u0103 este cazul) [&hellip;]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2517,2515],"tags":[1383],"class_list":["post-26955","post","type-post","status-publish","format-standard","hentry","category-produse","category-produse-si-accesorii","tag-invoice-ro"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Proforme - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Not\u0103 important\u0103: MiniCRM aloc\u0103 \u00een mod automat serii \u0219i numere facturilor, ofertelor sau proformelor \u0219i acestea nu pot fi modificate. 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