How to Send Pro Forma Invoice to Your Customers in Odoo 17
- 1. How to Send Pro Forma Invoice to Your Customers in Odoo 17 Enterprise
- 2. Introduction Enterprise In the world of commerce, precision is paramount. Pro-Forma Invoices serve as the blueprint for these precise financial transactions. These documents encapsulate critical information such as quantity, transportation charges, value, weight, and the range of goods involved in a transaction. Pro- Forma Invoices are vital to international trade, acting as preliminary invoices that facilitate smooth import and export processes. These documents are a precursor to the final invoice and are indispensable for transparent communication between business partners.
- 3. Enterprise Pro-Forma Invoices: Unveiling the Benefits ● A Pro-Forma invoice provides a comprehensive view of a business deal. ● It comes into play when a partner requests services or products that are yet to be produced on the customer’s end. ● These invoices serve a range of purposes, from aiding in customs procedures during imports to providing clarity about charges, offering a preview of the final invoice cost, and more.
- 4. Enterprise Activating Pro-Forma Invoices feature from Settings ● To begin sending Pro-Forma Invoices, you first need to activate the Pro-forma Invoices feature. ● This step is crucial to ensuring that you have the capability to send Pro-Forma Invoices to your customers. ● Head to the settings menu found within the configuration section, and enable the “Pro-Forma Invoice” option under “Quotation & Orders.”
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- 6. Enterprise Sending a Pro-Forma Invoice After Creating a Sales Order ● A Pro-Forma Invoice is laden with details about the goods in question and other transaction data. ● It is essential to send this invoice when creating a Sale order. ● Within the Orders menu, accessible under the Orders tab, you can find a list of all Sales Orders.
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- 8. Enterprise To create a new Sales order, click the ‘New’ icon available on the top left corner of the window.
- 9. Enterprise ● In the new Sales Order window, select your Customer and the referring person associated with the customer in the Referrer field. ● Specify the official data of the buyers in the Invoice Address field, and the Delivery Address will reflect the location where the specific commodities or services will be delivered. ● Additionally, choose a template for your order in the Quotation Template field.
- 10. Enterprise ● You can set the order confirmation date in the quotation Date field and specify the expiration date in the Expiration field. ● Choose the list of item prices in the Pricelist field and define the payment conditions in the Payment Terms field. ● In addition, you can mention the Recurring Plan in the respective field.
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- 12. Enterprise To add commodity data, you can click on the ‘Add a Product’ option within the Order Lines section
- 13. Enterprise you can click on the ‘Send PRO-FORMA Invoice’ icon within the Sales Order window
- 14. Enterprise ● In the new window, specify the recipient of your document in the Recipients field, which, in this case, would be the customer. ● The Subject field is prefilled with details regarding the Pro-Forma invoice. ● You can also attach relevant documents to the invoice by clicking on the ‘Attachments’ button.
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- 16. Enterprise Select a template for the email you are sending, and with a click of the‘ Send’ button, the Pro-Forma Invoice is on its way to the customer.
- 17. Enterprise Analysis and Beyond ● Odoo 17 doesn’t just make it easier to send Pro-Forma Invoices; it also empowers you to analyze your sales effectively. ● By using the reporting feature of Odoo ERP, you can gain insight into your company’s sales within a specific year.
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- 19. Enterprise ● managing Pro-Forma Invoices within your business becomes a hassle-free process with the Odoo ERP software. ● These invoices are instrumental in fostering transparency and trust with clients and streamlining international trade processes. ● Odoo 17 ensures that your business operates with precision and efficiency, making sure every transaction is accounted for accurately.
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