How do I Retrieve a Pro-Forma Invoice in Invoicing and Customer Orders?
From Catalyst
Summary
The following article explains how to retrieve a pro-forma invoice in " Invoicing and Customer Orders".
More Information
- Go to " Stock Control Invoicing & Customer Orders".
- Enter in the customer's account code if known, or search for a customer.
- Press <F3> to bring up the " Quotations" screen.
- You are then presented with a list of pro-formas.
![]() | This list also includes quotations. |
- Select the pro-forma invoice you require and press <F2>.
- Click <Yes> to load the pro-forma back into the Invoicing screen.
- Press <Enter> on the customer account code.
- This will now load all the items into the Invoicing screen and allow you to continue as normal and raise the real invoice.
See Also
- How do I Print and Save a Quotation?
- How do I Retrieve a Quotation?
- How do I Create a Pro-Forma Invoice?