Pro forma invoices are used when you want to issue an invoice to the customer before you despatch any goods. For example, where you require a customer to pay before goods are despatched. You can also use a pro forma invoice for a new customer who puts in a large value order. If the new customer becomes a regular customer, you can convert the pro forma invoice into a sales order.
Pro forma invoices are very similar to sales orders and consist of:
Once created, pro formas can have the following status:
You can create a pro forma invoice in the following ways:
You must have:
What do you want to do?
Create a pro forma invoice using copy
Other tasks
Convert pro forma invoices to sales orders
Reference