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Steps to Send a Pro-Forma Invoice to Your Customers in Odoo 15

  1. Pro Forma Invoice in Odoo 15
  2. INTRODUCTION ❖ A Pro-forma invoice is an abridged or estimated invoice in advance of delivery of goods. ❖ It notes the kind and quantity of goods, their value, and other important information such as weight and transportation charges. ❖ Pro-forma invoices are commonly used as preliminary invoices with a quotation, or for customs purposes in importation. They differ from a normal invoice in not being a demand or request for payment.
  3. ❖ First of all, Goto Sales module > Configuration > Settings
  4. ❖ Enable proforma invoice option and SAVE the changes
  5. ❖ Create a sale Quotation/Order
  6. ❖ Create a Sale Order / Quotation and click on SEND PRO FORMA INVOICE
  7. ❖ Here we will get a prompt display with recipients and a attachment.We can make edits according to our wish and > SEND
  8. For More Details Check our company website for related blogs and Odoo book. Odoo 15 Enterprise Edition Check our YouTube channel for functional and technical videos in Odoo. How To Send Pro Forma Invoice to Your Customers in Odoo 15
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