Note: The process of confirming a pro forma invoice works in a similar way as confirming an order.
Open: Sales Order Processing > Pro Forma Invoices > Enter New Pro Forma.
The Pro Forma Invoice Confirmation window appears.
This can be a reference that the customer gives you, their name, or their own pro forma number. You can use numbers and letters.
The system generated pro forma number is displayed.
The pro forma information is stored.