Difference between revisions of "How do I Retrieve a Pro-Forma Invoice in Invoicing and Customer Orders?"
From Catalyst
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== Summary == | == Summary == | ||
| − | The following article explains how | + | The following article explains how to retrieve a pro-forma invoice in {{Menu|Invoicing and Customer Orders}}. |
== More Information == | == More Information == | ||
| − | + | * Go to {{Menu|{{ST}}|Invoicing & Customer Orders}}. | |
| − | * Go to {{Menu|{{ST}}|Invoicing & Customer Orders}} | + | * Enter in the customer's account code if known, or [[How do I Find a Customer?|search]] for a customer. |
| − | + | * Press {{KeyPress|F3}} to bring up the {{Menu|Quotations}} screen. | |
| − | * Enter in the customer's account code if known, or [[How do I Find a Customer?| | + | * You are then presented with a list of pro-formas. |
| − | * You are then presented with a list of | ||
{{Tip|title=Tip|text= This list also includes quotations.}} | {{Tip|title=Tip|text= This list also includes quotations.}} | ||
| − | * Select the pro-forma invoice you require and | + | * Select the pro-forma invoice you require and press {{KeyPress|F2}}. |
| − | * | + | * Click {{KeyPress|Yes}} to load the pro-forma back into the Invoicing screen. |
| − | * This will now load all the items into the | + | * Press {{KeyPress|Enter}} on the customer account code. |
| + | * This will now load all the items into the Invoicing screen and allow you to continue as normal and raise the real invoice. | ||
== See Also == | == See Also == | ||
Revision as of 08:28, 8 May 2013
Summary
The following article explains how to retrieve a pro-forma invoice in " Invoicing and Customer Orders".
More Information
- Go to " Stock Control Invoicing & Customer Orders".
- Enter in the customer's account code if known, or search for a customer.
- Press <F3> to bring up the " Quotations" screen.
- You are then presented with a list of pro-formas.
 | Tip: This list also includes quotations. |
- Select the pro-forma invoice you require and press <F2>.
- Click <Yes> to load the pro-forma back into the Invoicing screen.
- Press <Enter> on the customer account code.
- This will now load all the items into the Invoicing screen and allow you to continue as normal and raise the real invoice.
See Also
