A request to pay before the goods move. Whoever owns it is the person chasing the payment.
What you would route on
Any field on the module can be used, including ones you have added yourself. These are the ones businesses reach for:
| Field | Why you would route on it |
|---|---|
| Customer | Keep a customer’s paperwork with their account manager. |
| Total | Large documents to somebody senior. |
| Branch | If you run more than one place of business. |
| Place of supply | Interstate vs within the state. |
A worked example
An exporter routes proformas to the person who handles that customer’s documentation, so the bank paperwork and the proforma stay in one pair of hands.
Caps and overflow
| Setting | Worth it here? |
|---|---|
| A cap per person | Rarely. |
| An overflow owner | Rarely. |
Nothing stops you setting either — they are offered on every module. It is simply that a daily limit answers a question this module rarely asks.
Where to go next
Something missing or wrong here? Tell us. A question that needed asking usually means a page that needed writing.