Difference between revisions of "How do I Create a Pro-Forma Invoice?"
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== More Information == | == More Information == | ||
Go to {{Menu|Systems\{{ST}}|Invoicing & Customer Orders}}. | Go to {{Menu|Systems\{{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}}. |
Revision as of 06:29, 8 January 2019
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