How do I Create a Pro-Forma Invoice?

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Summary

The following article explains how to create a Stock Control Pro-Forma invoice.

More Information

Go to " Stock Control Invoicing & Customer Orders".

  • At "Customer", enter or search for the customer's account code.
  • Enter the stock items in the same way as you would for an invoice.
  • Press <F7> or press [Invoice].
  • You should be presented with the "Document Control" screen.
  • At "Document type", choose 'Pro Forma Invoice' from the drop down list.
  • Press <F7> or the [Document] button to produce the Pro Forma.
  • Press <Enter> to save it.
The Pro Forma is saved in the Quotations system so can be recalled and invoiced following the steps in this article - How do I Retrieve a Pro-Forma Invoice in Invoicing and Customer Orders?

See also


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Keywords AND Misspellings
pro-forma, pro, forma, proforma, create, stock, control, quote
Tags

ST09, ST99