Difference between revisions of "How do I Create a Pro-Forma Invoice?"
From Catalyst
Katy Kitchen (talk | contribs) |
(Bulk update) |
||
(5 intermediate revisions by 2 users not shown) | |||
Line 1: | Line 1: | ||
− | |||
− | |||
== Summary == | == Summary == | ||
The following article explains how to create a {{ST}} Pro-Forma invoice. | The following article explains how to create a {{ST}} Pro-Forma invoice. | ||
== More Information == | == More Information == | ||
− | Go to {{Menu| | + | Go to {{Menu|{{ST}}|Invoicing & Customer Orders}}. |
− | * At {{DataPrompt|Customer}} enter or [[How do I | + | * At {{DataPrompt|Customer}}, enter or [[How do I find a customer?|search]] for the customer's account code. |
* Enter the stock items in the same way as you would for an invoice. | * Enter the stock items in the same way as you would for an invoice. | ||
* Press {{KeyPress|F7}} or press {{Button|Invoice}}. | * Press {{KeyPress|F7}} or press {{Button|Invoice}}. | ||
− | * You should be presented with | + | * You should be presented with the {{DataPrompt|Document Control}} screen. |
− | * At {{DataPrompt|Document type}}, choose {{DataValue|Pro Forma Invoice}}. | + | * At {{DataPrompt|Document type}}, choose {{DataValue|Pro Forma Invoice}} from the drop down list. |
* Press {{KeyPress|F7}} or the {{Button|Document}} button to produce the Pro Forma. | * Press {{KeyPress|F7}} or the {{Button|Document}} button to produce the Pro Forma. | ||
− | * Press {{KeyPress| | + | * Press {{KeyPress|ENTER}} to save it. |
− | {{Note|text=The Pro Forma is saved in the Quotations system so can be recalled and invoiced following the steps in this article- | + | {{Note|text=The Pro Forma is saved in the Quotations system so can be recalled and invoiced following the steps in this article - [[How do I Retrieve a Pro-Forma Invoice in Invoicing and Customer Orders?|How do I Retrieve a Pro-Forma Invoice in Invoicing and Customer Orders?]]}} |
== See also == | == See also == | ||
* [[How do I Retrieve a Pro-Forma Invoice in Invoicing and Customer Orders?]] | * [[How do I Retrieve a Pro-Forma Invoice in Invoicing and Customer Orders?]] | ||
− | * [[How do I | + | * [[How do I delete old stock quotations?]] |
− | * [[How do I | + | * [[How do I retrieve a stock quotation?]] |
− | * [[How do I | + | * [[How do I print and save a stock quotation?]] |
− | * [[Selling | + | * [[Selling stock in Invoicing and Customer Orders]] |
− | * [[Selling | + | * [[Selling parts over the counter]] |
{{KB_Tags|pro-forma, pro, forma, proforma, create, stock, control, quote}} | {{KB_Tags|pro-forma, pro, forma, proforma, create, stock, control, quote}} | ||
− | {{FAQ}} {{KB_ST}} | + | {{FAQ}}{{How}}{{KB_ST}} |
+ | |||
{{KB_Ref|ST09, ST99}} | {{KB_Ref|ST09, ST99}} |
Latest revision as of 05:30, 19 June 2019
Summary
The following article explains how to create a Stock Control Pro-Forma invoice.
More Information
Go to " Stock Control Invoicing & Customer Orders".
- At "Customer", enter or search for the customer's account code.
- Enter the stock items in the same way as you would for an invoice.
- Press <F7> or press [Invoice].
- You should be presented with the "Document Control" screen.
- At "Document type", choose 'Pro Forma Invoice' from the drop down list.
- Press <F7> or the [Document] button to produce the Pro Forma.
- Press <Enter> to save it.
![]() | The Pro Forma is saved in the Quotations system so can be recalled and invoiced following the steps in this article - How do I Retrieve a Pro-Forma Invoice in Invoicing and Customer Orders? |
See also
- How do I Retrieve a Pro-Forma Invoice in Invoicing and Customer Orders?
- How do I delete old stock quotations?
- How do I retrieve a stock quotation?
- How do I print and save a stock quotation?
- Selling stock in Invoicing and Customer Orders
- Selling parts over the counter
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Tags
ST09, ST99