Difference between revisions of "How do I Create a Pro-Forma Invoice?"
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== 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}} | ||
Revision as of 05:29, 12 April 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
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Tags
ST09, ST99
