How do I Create a Pro-Forma Invoice?
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Summary
The following article explains how you create a pro-forma invoice.
More Information
It is possible in Platinum to create a pro-forma invoice, to do this, you need to use Invoicing and Customer Orders.
Creating the Pro-Forma Invoice
Go to " Stock Control Invoicing and Customer Orders"
- At the "Account" prompt type in the customer's account code if known, or search for the customer.
- Enter in the list of stock items you wish to produce the pro-forma invoice for and then click [Invoice] or press <F7> to continue.
- At the next screen, press <F8> to enable you to select what type of invoice you'd like to produce.
- Select "Option 3. Pro Forma Invoice."
- Click <Document> or press <F7> to produce the pro-forma invoice.
- Once you have a print out, press <Accept> to accept the invoice.
See Also
- How do I Retrieve a Pro-Forma Invoice in Invoicing and Customer Orders?
- How do I Find a Customer?
- How do I find a stock code?
- How do I Create a Quotation?
