Sales
Invoices - Print ProForma Invoices
Where payment is required before an item or service is rendered, a Proforma Invoice can be raised for client payment.
This process can only be done from the Sales Orders listing screen.
You can print a New Proforma Invoice or a Copy - Proforma Invoice.
See also Orders - Print Proforma Invoice.
Ribbon Access: Sales >Orders |
- The Sales Orders listing screen will display.
- Select the Site where the invoice was created.
- The example has Durban selected.
- For printing a New ProForma Invoice ensure that the Status is set to New Order.
Print ProForma Invoice - New
- Click on the row of the invoice you wish to print.
- Click on Print Proforma Invoice.
- The Select the option as desired screen will display.
- Print Invoice will open the Invoice in Report Preview to view, print, export or email.
- Email Invoice will attach documents, add recipients, the system will create a .pdf and email the Invoice.
- Print and Email Invoice will display both the Report Preview and Email screens.
Print Proforma Invoice
- Click on the Print Order radio button.
- Click on Accept.
- The Report Preview screen will display.
The header reads Proforma Invoice. The first time a proforma invoice is printed, it will state Proforma Invoice. Each time thereafter, it will state Copy - Proforma Invoice.
- From the preview screen you can make cosmetic changes to the document, as well as Save, Zoom, Add a Watermark, Export or Email the Proforma Invoice.
- Close the Report Preview screen when done.
- You will return to the Sales Orders listing screen.
View printed proforma
- The sales order that you have printed will no longer be available in the New order Status. Change the Status to Pro-forma.
- The printed proforma sales order (invoice) is now listed in the Sales Orders listing screen where the status is set to Pro-forma.
Print Proforma Invoice - Copy
- From the Sales Orders listing screen,
- Select the Site where the invoice was created.
- The example has Durban selected.
- Ensure that the Status is set to Pro-forma.
- Click on the row of the invoice you wish to print.
- Click on Print Proforma Invoice.
- When the Select the option as desired screen display,
- Click on the Print Order radio button.
- Click on Accept.
-
The Report Preview screen will be displayed.
Note the header details 'Copy - Proforma Invoice'. The first time a proforma invoice is printed, it will state: Proforma Invoice. Each time thereafter, it will state Copy - Proforma Invoice.
- From the preview screen you can make cosmetic changes to the document, as well as Save, Zoom, Add a Watermark, Export or Email the Proforma Invoice.
- Close the Report Preview screen when done.
MNU.063.009