diff --git a/content/applications/sales/sales/invoicing/proforma.rst b/content/applications/sales/sales/invoicing/proforma.rst index b933fa180..4e5a8d20f 100644 --- a/content/applications/sales/sales/invoicing/proforma.rst +++ b/content/applications/sales/sales/invoicing/proforma.rst @@ -7,23 +7,24 @@ notes the kind and quantity of goods, their value, and other important informati 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 +during importation for customs purposes. They differ from a normal invoice, in that they are *not* a demand (or request) for payment. -Activate the feature -==================== +Configuration +============= -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. +In order to utilize pro-forma invoices, the *Pro-Forma Invoice* feature **must** be activated. + +To enable this feature, 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/pro-forma-setting.png :align: center :alt: The Pro-Forma Invoice feature setting in the Odoo Sales application. -Send a pro-forma invoice -======================== +Send 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. @@ -32,15 +33,28 @@ now available on any quotation or sales order, via the :guilabel:`Send Pro-Forma :align: center :alt: The Send Pro-Forma Invoice button on a typical sales order in Odoo Sales. -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. +.. note:: + Pro-forma invoices can **not** be sent for a sales order or quotation if an invoice for a down + payment has already been sent, or for a recurring subscription. + + In either case, the :guilabel:`Send Pro-Froma Invoice` button does **not** appear. + + However, pro-forma invoices **can** be sent for services, event registrations, courses, and/or + new subscriptions. Pro-forma invoices are not limited to physical, consumable, or storable goods. + +When the :guilabel:`Send Pro-Forma Invoice` button is clicked, a pop-up window appears, from which +an email can be sent. + +In the pop-up window, the :guilabel:`Recipients` field is auto-populated with the customer from the +sales order or quotation. The :guilabel:`Subject` field and the body of the email can be modified, +if necessary. + +The pro-forma invoice is automatically added as an attachment to the email. 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 +.. image:: proforma/pro-forma-email-message-pop-up.png :align: center :alt: The email pop-up window that appears with pro-forma invoice attached in Odoo Sales. @@ -52,3 +66,6 @@ invoice, to the customer. .. image:: proforma/pro-forma-pdf.png :align: center :alt: Sample pro-forma invoice PDF from Odoo Sales. + +.. seealso:: + :doc:`invoicing_policy` diff --git a/content/applications/sales/sales/invoicing/proforma/pro-forma-email-message-pop-up.png b/content/applications/sales/sales/invoicing/proforma/pro-forma-email-message-pop-up.png new file mode 100644 index 000000000..e614f2635 Binary files /dev/null and b/content/applications/sales/sales/invoicing/proforma/pro-forma-email-message-pop-up.png differ 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 deleted file mode 100644 index de4a7e28f..000000000 Binary files a/content/applications/sales/sales/invoicing/proforma/pro-forma-email-message-popup.png and /dev/null 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 index 3a595795f..1761706ca 100644 Binary files a/content/applications/sales/sales/invoicing/proforma/pro-forma-pdf.png and b/content/applications/sales/sales/invoicing/proforma/pro-forma-pdf.png differ diff --git a/content/applications/sales/sales/invoicing/proforma/pro-forma-setting.png b/content/applications/sales/sales/invoicing/proforma/pro-forma-setting.png index 63c3fef9a..94e89e190 100644 Binary files a/content/applications/sales/sales/invoicing/proforma/pro-forma-setting.png and b/content/applications/sales/sales/invoicing/proforma/pro-forma-setting.png 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 index 25a6dcdcf..ede360360 100644 Binary files a/content/applications/sales/sales/invoicing/proforma/send-pro-forma-invoice-button.png and b/content/applications/sales/sales/invoicing/proforma/send-pro-forma-invoice-button.png differ