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PRO FORMA invoices

1387  Debtor invoices, Offers

If you wish to send a customer a PRO FORMA invoice, here's how to proceed:

Print format creation

From the Offers file, create a new print format, for example by duplicating the usual offer format. Name the copy of the format "PRO FORMA Invoice".

Modify the "Invoice PRO FORMA" print format and in the format editor, replace the expression "Offer" with "PRO FORMA".

Pro forma invoice generation

Create an offer rather than an invoice and print it using the "Invoice PRO FORMA" format.
PRO FORMA invoices