Create a Sales Order as a Pro Forma. You can send a pro forma to the customer for him to pay. You can enter the payment on the pro forma

The pro forma cannot be despatched until it is changed to a regular SOP

Ah, OK. So, the customer treats the Sales Order Proforma as a ProForma invoice. In that case, I need to edit/create the SO Proforma to be more 'invoice', like with the bank details and such.  I'd never noticed the option before.

I presume it should be turned into a normal SO once paid, so then it gets dispatched and an invoice is created in the Invoices and Credits page, which can have the customer receipt applied.

Proformas (sage.com)

The standard SOP layouts print differently for Pro Formas, so if you have not done too much editting to your custom layout, you should be ok. Just print preview and see.

I have edited a few of the templates and reports. It can take me a while, but I'll get it sorted. Thanks for the pointer. I never knew SO ProForma was there.