Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Contact Us
  • Home
  • Researchers/Users

How to Generate a Pro Forma Invoice

Written by Letycia Bialle

Updated at December 5th, 2024

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • AydaSign
  • Researchers/Users
  • Participants
    Getting started with Ayda as a participant Troubleshooting issues for participants Participant FAQs Claiming incentives for participants
+ More

Table of Contents

Steps to Generate a Pro Forma Invoice for a Project:

A pro forma invoice is a request for funds and is not a VAT invoice. For more information about VAT invoices, click here.

You can generate a pro forma invoice in two ways: either by adding funds to your wallet or on a project basis. Here's how you can generate a pro forma invoice for a project:

Steps to Generate a Pro Forma Invoice for a Project:

  1. Create the Project: First, ensure the project is created in your account.
  2. Go to Project Overview: Navigate to the Project Overview section.
  3. Add Funds: Select the option to Add Funds.
  4. Choose Pro Forma Invoice: When prompted to move funds from your wallet, select No and then choose Yes to generate a pro forma invoice.

You can generate pro forma invoices at any time, as projects allow you to add more funds whenever necessary.

To access your pro forma invoices, go to the Reports tab in your account.

create draft

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • Where Can I Find Details About A Specific Research Study?
  • How Can I Check The Projects That I'm Assigned To?
  • How Can I Check The Details Of My Claim?

Solutions

For UX

For Market Research

Researchers

Contact sales

Resource

Case studies

Blog

FAQs

Participants

Contact support

Company

About

Solutions

For UX

For Market Research

Researchers

Contact sales

Resource

Case studies

Blog

Researcher FAQs

Participant FAQs

Participants

Contact support

Company

About

Newsletter

Thanks for subscribing! Check your inbox shortly.
Oops! Something went wrong while submitting the form. Please try again.

Company no: 11375698
VAT no: GB 369470362

© 2023 Ayda a trading name of Particity Ltd

Terms

Privacy Policy

Cookies


Knowledge Base Software powered by Helpjuice

Expand