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Create a pro forma invoice using copy

About creating a pro forma invoice using a copy

You can copy an existing pro forma or sales order and then amend the information to suit.

You can copy a pro forma invoice or order and apply a different customer to the copied pro forma invoice.

If you choose a different customer account to the original pro forma invoice or order, any analysis codes on the order that were set to default to the customer account, will change to the default analysis codes for the new customer.

Note: Payment details, order or pro forma number and dates are not copied.

To create a pro forma invoice using copy

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

  1. Click Copy Pro Forma.
  2. Select whether you want to copy the information from another Pro forma or from an Order.
  3. Select the Pro forma no or Order no that you want to copy the information from.
  4. Select the customer from the A/C Ref drop-down list.

  5. Select Copy quotation prices and discounts to use the same prices and line discounts, as well as the order line items and quantities.

    Clear this option to use prices and discounts from the Price Book.

  6. Click OK.
  7. Edit the details as required.
  8. Click Save to confirm the pro forma invoice.
See also

What do you want to do?

Amend pro forma invoices

Reference

Price Book

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