Confirm the pro forma invoice

Note: The process of confirming a pro forma invoice works in a similar way as confirming an order.

Open: Sales Order Processing > Pro Forma Invoices > Enter New Pro Forma.

  1. Click Save.

    2. The Pro Forma Invoice Confirmation window appears.

  2. Enter the Customer Order no.

    3. This can be a reference that the customer gives you, their name, or their own pro forma number. You can use numbers and letters.

  3. Click OK.

    4. The system generated pro forma number is displayed.

  4. Click OK.

    5. The pro forma information is stored.

See also

Reference

Confirm the sales order