How do I Retrieve a Pro-Forma Invoice in Invoicing and Customer Orders?
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Summary
The following article explains how you retrieve a pro-forma invoice in invoicing and customer orders.
More Information
If you need to retrieve a pro-forma invoice;
- Go to " Stock Control Invoicing & Customer Orders"
- Press <F3> to bring up the quotations loading screen.
- Enter in the customer's account code if known, or search for a customer.
- You are then presented with a list of matching pro-forma invoices and indeed quotations.
- Select the pro-forma invoice you require and then press <F2> and then click <Yes> to load.
- Now press <Enter> on the customer account code.
- This will now load all the items into the "Invoicing & Customer Orders" screen and allow you to continue as normal and invoice out.
See Also
