Steps to Send a Pro-Forma Invoice to Your Customers in Odoo 15
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A pro forma invoice is a preliminary invoice detailing goods and their estimated value before delivery, differing from a standard invoice as it is not a payment request. The document outlines the process to enable and create pro forma invoices in Odoo 15, including steps to configure settings and send the invoice to customers. Additional resources such as blogs and videos about Odoo are mentioned for further exploration.
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Steps to Send a Pro-Forma Invoice to Your Customers in Odoo 15
- 1. Pro Forma Invoice in Odoo 15 www.cybrosys.com
- 2. INTRODUCTION ❖ A Pro-forma invoice is an abridged or estimated invoice in advance of delivery of goods. ❖ It notes the kind and quantity of goods, their value, and other important information such as weight and transportation charges. ❖ Pro-forma invoices are commonly used as preliminary invoices with a quotation, or for customs purposes in importation. They differ from a normal invoice in not being a demand or request for payment.
- 3. ❖ First of all, Goto Sales module > Configuration > Settings
- 4. ❖ Enable proforma invoice option and SAVE the changes
- 5. ❖ Create a sale Quotation/Order
- 6. ❖ Create a Sale Order / Quotation and click on SEND PRO FORMA INVOICE
- 7. ❖ Here we will get a prompt display with recipients and a attachment.We can make edits according to our wish and > SEND
- 8. For More Details Check our company website for related blogs and Odoo book. Odoo 15 Enterprise Edition Check our YouTube channel for functional and technical videos in Odoo. How To Send Pro Forma Invoice to Your Customers in Odoo 15
- 10. Thank You