How do I Create a Pro-Forma Invoice?
From Catalyst
Revision as of 14:30, 14 November 2015 by Charles Allison (talk | contribs)
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
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Tags
ST09, ST99
