Pro Forma Invoices

The following will guide you through the process of create a Pro Forma Invoice and how to send it to a client

 

STEP 1
 
In order to proceed, a sales order must exist for the customer.

Once done, double click on the sales order and go to the 'Shipping/Payment' tab at the top.

Choose 'Pro Forma' in the payment method section on the right, and then press the right hand button at the bottom

STEP 2

Click the Printer icon at the bottom

STEP 3

In the 'Acknowledgement' section, choose either email or print then press the check mark at the bottom

STEP 4
The first screen that opens will be for the order acknowledgement; if you do not want to print/email, click 'X'
 
STEP 5

The 'Pro Forma' box appears; this document will look exactly like a normal pro forma invoice. It will not change the status of the sales order, once printed. The price, quantity or products can be changed before you actually invoice the client