The Proforma invoices section lets you request an official proforma invoice for budget approvals, prepayments, or internal finance processes.

Accessing Proforma Invoices

To open the Proforma Invoices page:

1. In My CommPeak, expand Billing in the left menu.
2. Select Proforma Invoices.

Requesting a Proforma Invoice

To submit a new proforma invoice request:

1. Click New request.

2. Complete the request form:

• Invoice period: select the billing month the invoice should cover.

• Currency: choose your preferred currency (USD or EUR).

• Invoice amount: enter the amount you need invoiced. The Total amount and applicable VAT/Tax are displayed at the bottom of the form.

• Sent to: the billing email address where the invoice will be sent. This defaults to the email on your account. To change it, click the Change in Settings link.

• Reason for request: briefly describe the purpose (e.g., Monthly prepayment for telecommunication services).

3. Check the approval status banner:

• Auto-approve on submit: your request meets the auto-approval criteria and will be approved immediately on submission.

• Finance review required (monthly limit reached): you exceeded the limitation of one request per calendar month for amounts up to $10,000 USD, so your request will become Pending approval and be reviewed by the finance team within 48 hours.

4. To review the invoice before submitting, click Preview document. Then, click Close.

5. Click Generate proforma invoice to submit your request.

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APPROVAL TIMELINE

One request per calendar month for amounts up to $10,000 USD is approved automatically. Any additional requests within the same month, or amounts exceeding this limit, are reviewed by the finance team within 48 hours.

Your Requests

All submitted requests appear in the Proforma Invoices list. You will also receive a confirmation email with the requested proforma invoice.

Refer to the following table for column descriptions:

To save the invoice to your drive, click Download next to an approved request.

Alternatively, check your inbox for an email with the requested proforma invoice attached and click Download file to proceed.