How do I Create a Pro-Forma Invoice?
From Catalyst
Summary
The following article explains how to create a Stock Control pro-forma invoice.
More Information
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 the stock items for which you want to produce the pro-forma invoice and then click [Invoice] or press <F7> to continue.
- At the next screen, press <F8> to select the type of document you want 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 document.
- The pro-forma invoice is stored along with any quotations for the account, and can be retrieved and invoiced once all the formalities have been completed.
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?
- Selling Stock in Invoicing and Customer Orders
