View pro forma invoices
Open: Sales Order Processing > Enquiries > View Pro Forma.
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Select Show All Pro Formas to see all pro formas, or filter the list to find a pro forma. You can filter the list by:
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Customer account - use Code, Short name or Postcode to choose an account.
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Pro forma date - enter or choose the date.
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Pro forma number.
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Customer Order Number.
Tip: If the pro forma was converted from a quotation, you can see the Quotation No.
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Select the pro forma and click View Pro Forma.
- You can view items on the pro forma, the delivery and pro forma addresses, and analysis codes.
- If the pro forma was converted from a quotation, click View Quote to see the quotation.
- If the pro forma has been completed and converted to a sales order, click View Order to see the order.
- Provided you have appropriate permissions, click Proforma Profit to view the profit level for the pro forma invoice as well as individual items. Values are displayed in the pro forma's currency. Negative values are displayed in red.
- If the item is standard or free text, you can also view the analysis code information by clicking Analysis Codes.