Difference between revisions of "How do I Create a Pro-Forma Invoice?"
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Tim Laundon (talk | contribs) (Created page with "{{Review}} ==Summary== The following article explains how you create a pro-forma invoice. ==More Information== It is possible in Platinum to create a pro-forma invoice, to do th...") |
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===Creating the Pro-Forma Invoice=== | ===Creating the Pro-Forma Invoice=== | ||
| − | Go to {{Menu| | + | Go to {{Menu|{{ST}}|Invoicing and Customer Orders}} |
| − | * At {{DataPrompt| | + | * At the {{DataPrompt|Account}} prompt type in the customer's account code if known, or [[How do I Find a Customer?|search]] for the customer. |
| − | * Enter in the list of stock items you wish to produce the pro-forma invoice for and then click {{ | + | * Enter in the list of stock items you wish to produce the pro-forma invoice for and then click {{Button|Invoice}} or press {{KeyPress|F7}} to continue. |
* At the next screen, press {{KeyPress|F8}} to enable you to select what type of invoice you'd like to produce. | * At the next screen, press {{KeyPress|F8}} to enable you to select what type of invoice you'd like to produce. | ||
* Select {{DataPrompt|Option 3. Pro Forma Invoice.}} | * Select {{DataPrompt|Option 3. Pro Forma Invoice.}} | ||
| Line 20: | Line 20: | ||
*[[How do I Retrieve a Pro-Forma Invoice in Invoicing and Customer Orders?]] | *[[How do I Retrieve a Pro-Forma Invoice in Invoicing and Customer Orders?]] | ||
*[[How do I Find a Customer?]] | *[[How do I Find a Customer?]] | ||
| + | *[[How do I find a stock code?]] | ||
| + | *[[How do I Create a Quotation?]] | ||
| − | + | {{FAQ}}{{KB_Tags|pro-forma, pro, forma, proforma, create, stock, control}}{{KB_ST}} | |
| − | {{FAQ}}{{KB_Tags|pro-forma, pro, forma, create, stock, control}}{{KB_ST}} | ||
Revision as of 10:25, 27 June 2013
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
The following article explains how you create a pro-forma invoice.
More Information
It is possible in Platinum to create a pro-forma invoice, to do this, you need to use Invoicing and Customer Orders.
Creating the Pro-Forma Invoice
Go to " Stock Control Invoicing and Customer Orders"
- At the "Account" prompt type in the customer's account code if known, or search for the customer.
- Enter in the list of stock items you wish to produce the pro-forma invoice for and then click [Invoice] or press <F7> to continue.
- At the next screen, press <F8> to enable you to select what type of invoice you'd like to produce.
- Select "Option 3. Pro Forma Invoice."
- Click <Document> or press <F7> to produce the pro-forma invoice.
- Once you have a print out, press <Accept> to accept the invoice.
See Also
- How do I Retrieve a Pro-Forma Invoice in Invoicing and Customer Orders?
- How do I Find a Customer?
- How do I find a stock code?
- How do I Create a Quotation?
