Create a pro forma invoice using copy

You can create a new pro forma by copying an existing pro forma or order, and then amend the new pro forma as required.

• The quotation or order numbers, dates, and order payment details are not copied.

• If the original pro forma or order has any analysis codes that are set to Get default value from customer code, the analysis code values will change if you choose a different customer.

To create a pro forma using copy

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

1. Select Copy Pro Forma.

2. Choose whether you want to copy from an existing Pro Forma or an Order.

3. Select the pro forma or order number you want to copy, or select Find to search for it.

4. The customer account details from the original pro forma or order are displayed.

   • If you want to create the new pro forma for a different customer, select the new customer.

5. If you also want to copy all prices and discounts from the pro forma or order, select Copy pro forma / sales order prices and discounts.

   Note: You can't select this option if the customer account currency of the new pro forma is different to the currency used in the original pro forma or order.

6. Select OK.

   The pro forma details are displayed.

7. Continue to amend the pro forma as required.

   You can change the existing details as well as add or remove items from the pro forma.