Difference between revisions of "How do I Create a Pro-Forma Invoice?"
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* At {{DataPrompt|Document type}}, choose {{DataValue|Pro Forma Invoice}} from the drop down list. | * 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 - [[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?]]}} | {{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?]]}} | ||
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{{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}}{{KB_ST}} |
+ | |||
{{KB_Ref|ST09, ST99}} | {{KB_Ref|ST09, ST99}} |
Revision as of 06:30, 22 December 2018
Summary
The following article explains how to create a Stock Control Pro-Forma invoice.
More Information
Go to " Systems\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 Remove Old Quotations?
- How do I Retrieve a Quotation?
- How do I Print and Save a Quotation?
- Selling Stock in Invoicing and Customer Orders
- Selling Parts over the Counter
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Tags
ST09, ST99