Pro forma invoices can be printed when needed from the following:
- Sales quotation entry for quotations of type 1 (will produce a sales order), 3 (will produce a service order) and 4 (template)
- Sales order entry for sales orders of type 1 (will produce an invoice) with a status of less than 60.
Print from a sales quotation
You would print a Pro forma from a sales quotation if you required one for Banking, funding, or letter of credit purposes.
This can be done from the initial Work with sales quotation panel or the Work with sales quotation lines panel.
- Select the Work with sales quotations menu item.
- Highlight the applicable sales quotation and select the Print pro forma invoice option, or drill down to Sales quotation line level and click the Fnc list function key and then select Print pro forma invoice.
- You access the Sales order pro form invoice printout panel with the quotation number of the selected sales quotation filled in. You can, optionally, fill in any other sales quotation numbers for which a Pro forma invoice shall be printed. Click OK and then complete the printing parameters.
Print from a sales order
You would print a Pro forma invoice from a sales order if you required one for the following purposes: Customs, FOC goods, International trade, or you require the customer to transfer the payment before you reserve stock or send the goods.
This can be done from the initial Work with sales orders, Header view panel.
- Select the Work with sales orders menu item.
- On the Work with sales orders, Header view panel, highlight the applicable sales order and click the Pro forma invoice option.
- You access the Sales order pro form invoice printout panel with the order number of the selected sales order filled in. You can, optionally, fill in any other sales order numbers for which a Pro forma invoice shall be printed. Click OK and then complete the printing parameters.