Finish creating the pro forma invoice

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

  • Change the sequence of goods, services and charges, using the Move Up and Move Down buttons.
  • If you have the appropriate permissions you can view the profit for the quotation and individual order lines: Click Pro forma Profit on either the Pro forma Details tab or Delivery & Invoicing tab.
  • The values are displayed in the pro forma's currency and negative values are displayed in red.

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.

See also

Steps in this task

Confirm the pro forma invoice