--- title: Pro-Forma Invoices description: Yojee allows you to calculate charges and generate a Pro-Forma Invoice for your customers. --- [Skip to content](https://help.yojee.com/knowledge/pro-forma-invoices#main-content) English Show submenu for translations ![Yojee TCMS Small Scale Use White-1](https://help.yojee.com/hs-fs/hubfs/Yojee%20TCMS%20Small%20Scale%20Use%20White-1.png?width=292&height=40&name=Yojee%20TCMS%20Small%20Scale%20Use%20White-1.png) - Knowledge Base Open main navigation Close main navigation - Knowledge Base - English Show submenu for translations - [Go to yojee.com](https://www.yojee.com/) [Go to yojee.com](https://www.yojee.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.yojee.com/knowledge?hsLang=en) 2. [Manage](https://help.yojee.com/knowledge/manage?hsLang=en) 3. [Finance](https://help.yojee.com/knowledge/manage?hsLang=en#finance) # Pro-Forma Invoices ## Yojee allows you to calculate charges and generate a Pro-Forma Invoice for your customers. ### Generating a Pro-Forma Invoice In the Charges tab of a booking, click on **Generate Pro Forma Invoice.** **NOTE:** You can only generate a pro-forma invoice once the charges have been calculated **and **saved **![](https://help.yojee.com/hubfs/image-png-May-03-2022-12-42-59-16-AM.png)** Once the pro-forma has been generated, you can then preview and download or print your invoice. ![](https://help.yojee.com/hs-fs/hubfs/image-png-May-03-2022-12-44-10-70-AM.png?width=270&name=image-png-May-03-2022-12-44-10-70-AM.png) --- ### Download your Pro Forma Invoices in Bulk Access the Invoices tab from the menu on the left. ![](https://help.yojee.com/hs-fs/hubfs/image-png-Nov-19-2024-03-08-15-8057-AM.png?width=224&height=465&name=image-png-Nov-19-2024-03-08-15-8057-AM.png) Navigate to the **Pro Forma Invoice List** tab ![](https://help.yojee.com/hubfs/image-png-Jun-23-2022-05-26-58-09-AM.png) Select all the invoices you would like to download ![](https://help.yojee.com/hubfs/image-png-May-25-2022-05-33-56-23-AM.png) Or use the filters to define the invoices by Billing Party, Sender, Invoice Number, Date etc ![](https://help.yojee.com/hubfs/image-png-May-25-2022-05-33-08-27-AM.png)   --- ### Bulk Calculation & Pro Forma Invoice Creation From within the Invoices section, click on **Billing Job List,** then click on **Create Periodic Job**       ![](https://help.yojee.com/hubfs/image-png-Jun-23-2022-05-33-42-02-AM.png) In the pop up window, fill in the fields as required to create your periodic job list. Choose your Sender, the date window and when the charges should apply.  ![](https://help.yojee.com/hubfs/image-png-Jun-23-2022-05-30-58-71-AM.png)   Your jobs will be lists in a table format. Click **Calculate** to bulk calculate the pricing.   Then select **Generate Pro Forma Invoice** once the calculation status is completed. ✅ ![](https://help.yojee.com/hubfs/image-png-Jun-23-2022-05-32-16-78-AM.png) --- Would you like to learn more about invoice charges? 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