diff --git a/content/applications/sales/sales/invoicing/proforma.rst b/content/applications/sales/sales/invoicing/proforma.rst index 243d14dbd..b933fa180 100644 --- a/content/applications/sales/sales/invoicing/proforma.rst +++ b/content/applications/sales/sales/invoicing/proforma.rst @@ -1,34 +1,54 @@ -======================== -Send a pro-forma invoice -======================== +================== +Pro-forma invoices +================== -A pro-forma invoice is an abridged or estimated invoice in advance of a -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. +A *pro-forma invoice* is an abridged or estimated invoice sent in advance of a 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. They are also used +for customs purposes during importation. They differ from a normal invoice in that they are not a +demand (or request) for payment. Activate the feature ==================== -Go to :menuselection:`SALES --> Configuration --> Settings` and activate -the *Pro-Forma Invoice* feature. +In order to utilize pro-forma invoices, the *Pro-Forma Invoice* feature **must** be activated. To do +that, navigate to :menuselection:`Sales app --> Configuration --> Settings`, and in the +:guilabel:`Quotations & Orders` section, click the checkbox next to :guilabel:`Pro-Forma Invoice`. +Then, click :guilabel:`Save` to save all changes. -.. image:: proforma/proforma01.png - :align: center +.. image:: proforma/pro-forma-setting.png + :align: center + :alt: The Pro-Forma Invoice feature setting in the Odoo Sales application. Send a pro-forma invoice ======================== -From any quotation or sales order, you know have an option to send a -pro-forma invoice. +With the :guilabel:`Pro-Forma Invoice` feature activated, the option to send a pro-forma invoice is +now available on any quotation or sales order, via the :guilabel:`Send Pro-Forma Invoice` button. -.. image:: proforma/proforma02.png - :align: center +.. image:: proforma/send-pro-forma-invoice-button.png + :align: center + :alt: The Send Pro-Forma Invoice button on a typical sales order in Odoo Sales. -When you click on send, Odoo will send an email with the pro-forma -invoice in attachment. +When the :guilabel:`Send Pro-Forma Invoice` button is clicked, an email pop-up appears. The +:guilabel:`Recipients` field is auto-populated with the customer from the sales order or quotation. +Then, if needed, modify the :guilabel:`Subject` field and the body of the email. The pro-forma +invoice is automatically added as an attachment to the email. -.. image:: proforma/proforma03.png - :align: center +When ready, click :guilabel:`Send`, and Odoo instantly sends the email, with the attached pro-forma +invoice, to the customer. + +.. image:: proforma/pro-forma-email-message-popup.png + :align: center + :alt: The email pop-up window that appears with pro-forma invoice attached in Odoo Sales. + +.. tip:: + To preview what the pro-forma invoice looks like, click on the PDF at the bottom of the email + pop-up window *before* clicking :guilabel:`Send`. When clicked, the pro-forma invoice is + downloaded instantly. Open that PDF to view (and review) the pro-forma invoice. + + .. image:: proforma/pro-forma-pdf.png + :align: center + :alt: Sample pro-forma invoice PDF from Odoo Sales. diff --git a/content/applications/sales/sales/invoicing/proforma/pro-forma-email-message-popup.png b/content/applications/sales/sales/invoicing/proforma/pro-forma-email-message-popup.png new file mode 100644 index 000000000..de4a7e28f Binary files /dev/null and b/content/applications/sales/sales/invoicing/proforma/pro-forma-email-message-popup.png differ diff --git a/content/applications/sales/sales/invoicing/proforma/pro-forma-pdf.png b/content/applications/sales/sales/invoicing/proforma/pro-forma-pdf.png new file mode 100644 index 000000000..3a595795f Binary files /dev/null and b/content/applications/sales/sales/invoicing/proforma/pro-forma-pdf.png differ diff --git a/content/applications/sales/sales/invoicing/proforma/proforma01.png b/content/applications/sales/sales/invoicing/proforma/pro-forma-setting.png similarity index 100% rename from content/applications/sales/sales/invoicing/proforma/proforma01.png rename to content/applications/sales/sales/invoicing/proforma/pro-forma-setting.png diff --git a/content/applications/sales/sales/invoicing/proforma/proforma02.png b/content/applications/sales/sales/invoicing/proforma/proforma02.png deleted file mode 100644 index c00219e54..000000000 Binary files a/content/applications/sales/sales/invoicing/proforma/proforma02.png and /dev/null differ diff --git a/content/applications/sales/sales/invoicing/proforma/proforma03.png b/content/applications/sales/sales/invoicing/proforma/proforma03.png deleted file mode 100644 index 8085cb6b8..000000000 Binary files a/content/applications/sales/sales/invoicing/proforma/proforma03.png and /dev/null differ diff --git a/content/applications/sales/sales/invoicing/proforma/send-pro-forma-invoice-button.png b/content/applications/sales/sales/invoicing/proforma/send-pro-forma-invoice-button.png new file mode 100644 index 000000000..25a6dcdcf Binary files /dev/null and b/content/applications/sales/sales/invoicing/proforma/send-pro-forma-invoice-button.png differ