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How to create a Sales Pro-forma invoice

How to raise a sales order pro-forma invoice

Written by Jes

The only option for the basic pro-forma system is the option to print a proforma invoice. There is no control over whether it is paid and will not prevent delivery if not paid.

This option is found by clicking the Print button at the bottom of a Sales Order.

To print off a Pro-Forma invoice please do the following:

  1. Click Sales

  2. Click Sales Order Menu

  3. Click Sales Order Maintenance

  4. Press F5 on the Sales Order you require a Pro-Forma invoice for

  5. Click Print

  6. Click Print Pro-Forma Invoice

  7. Click OK

To enable the chargeable pro-forma maintenance system, this will require a password from Support that can be supplied when it has been confirmed that it has been paid.

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