Step 1: Enable the Proforma Invoice function
1. Go to Company Settings, open the App Settings tab, and scroll down to the Invoice Settings section.
2. Toggle on the Proforma Invoice function.
3. Click Save once completed.
Step 2: Create a Proforma Invoice
A Proforma Invoice can be created after a shipment has been created for a sales order.
1. Open the Delivery Order Detail page.
2. In the Invoice dropdown list, select Issue Proforma Invoice.
3. Select the items and quantities to include in the invoice. Once you done, click Save.
The Proforma Invoice will now be created and stored in the Proforma Invoice module.
Step 3: Send the Proforma Invoice to the customer
1. Open the Proforma Invoice and click Create PDF to generate the invoice PDF.
2. Preview the invoice information and click Email to send the Proforma Invoice directly to your customer.
Step 4: Issue the Commercial Invoice and close the process
Once all goods have been fully shipped to the customer, you can issue the official invoice that will be recorded in your accounting books.
1. Open the Proforma Invoice Detail page.
2. Click Issue Invoice to create the official invoice.
The official invoice will now be created and stored in the Customer Invoices module.
