Generate Proforma Invoice

Once a Sales Order is approved, a Proforma Invoice can be generated for the order. This acts as a formal order confirmation mutually and also as a demand for payment of an order advance, if so agreed.

*A Proforma Invoice can be printed even before the order is approved, there being no direct connection with approval

Click on the Generate Proforma Invoice link and the document will be generated in the defined format.

This is how the document looks like

*You can define a Proforma Invoice template at ADMIN CONFIG > Document Template