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How to create a Sales Pro-forma invoice

How to raise a sales order pro-forma invoice

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Written by Jes Foxall-Beckley
Updated over 2 weeks ago

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