Print pro forma invoices

To complete the pro forma invoice you will need to print it and issue it to the customer.

To print pro forma invoices

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

  1. Use the Select Pro Forma Invoices options to display the pro forma you are interested in.
  2. Choose to show pro forma invoices as appropriate: Unconverted, Unprinted, Converted, Printed.
  3. Click Display.
  4. Click Print to print the pro forma invoices.
See also

What do you want to do?

Convert pro forma invoices to sales orders

Other tasks

Send reports and documents by email

Create a pro forma invoice

Create a pro forma invoice using copy

Amend pro forma invoices

Delete pro forma invoices

Reference

Set up Invoicing and Sales Orders

Set up the Price Book

Sales document workspaces and enquiries