Amend pro forma invoices

To amend pro forma invoices

Open: Sales Order Processing > Pro Forma Invoices > Amend Pro Forma.

1. Select a pro forma using the Selection Criteria area of the window.

   Alternatively, click Show All Pro Formas to view all pro formas that have previously been saved.

2. Select the pro forma invoice from those displayed, and click Amend Pro Forma.

   Note: If alerts have been set up for this customer account and document type, they'll be displayed before you continue. To view the alert messages again, click the alert icon. See Customer alerts.

3. You can add, edit or delete goods, services and cost items as required.

   • To add items, click Add Items and select the required item line type.

   • To edit items, select the item that you want to amend and click Edit Item.

     Note: If you choose to amend the exchange rate after entering prices manually, you are prompted to confirm the order prices. You can choose to retain the manually entered prices or reset them to those specified in the Price Book.

   • To delete items, select the item that you want to delete and click Delete Item.
   • To change the print sequence of items, select an item and use the Move Up or Move Down buttons.

4. Amend other details as required, for delivery and invoicing and analysis codes.

5. To complete the pro forma invoice, click Save.