35 lines
1.0 KiB
ReStructuredText
35 lines
1.0 KiB
ReStructuredText
========================
|
|
Send a pro-forma invoice
|
|
========================
|
|
|
|
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.
|
|
|
|
Activate the feature
|
|
====================
|
|
|
|
Go to :menuselection:`SALES --> Configuration --> Settings` and activate
|
|
the *Pro-Forma Invoice* feature.
|
|
|
|
.. image:: media/proforma01.png
|
|
:align: center
|
|
|
|
Send a pro-forma invoice
|
|
========================
|
|
|
|
From any quotation or sales order, you know have an option to send a
|
|
pro-forma invoice.
|
|
|
|
.. image:: media/proforma02.png
|
|
:align: center
|
|
|
|
When you click on send, Odoo will send an email with the pro-forma
|
|
invoice in attachment.
|
|
|
|
.. image:: media/proforma03.png
|
|
:align: center
|