How do I Create a Pro-Forma Invoice?

From Catalyst
Revision as of 05:30, 19 June 2019 by ThrashBot (talk | contribs) (Bulk update)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

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


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
pro-forma, pro, forma, proforma, create, stock, control, quote
Tags

ST09, ST99