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How to Send Pro Forma
Invoice to Your Customers
in Odoo 17
Enterprise
Introduction
Enterprise
In the world of commerce, precision is paramount. Pro-Forma
Invoices serve as the blueprint for these precise financial
transactions. These documents encapsulate critical
information such as quantity, transportation charges, value,
weight, and the range of goods involved in a transaction. Pro-
Forma Invoices are vital to international trade, acting as
preliminary invoices that facilitate smooth import and export
processes. These documents are a precursor to the final
invoice and are indispensable for transparent communication
between business partners.
Enterprise
Pro-Forma Invoices: Unveiling the Benefits
● A Pro-Forma invoice provides a comprehensive view of
a business deal.
● It comes into play when a partner requests services or
products that are yet to be produced on the customer’s
end.
● These invoices serve a range of purposes, from aiding in
customs procedures during imports to providing clarity
about charges, offering a preview of the final invoice
cost, and more.
Enterprise
Activating Pro-Forma Invoices feature from Settings
● To begin sending Pro-Forma Invoices, you first need to
activate the Pro-forma Invoices feature.
● This step is crucial to ensuring that you have the
capability to send Pro-Forma Invoices to your
customers.
● Head to the settings menu found within the
configuration section, and enable the “Pro-Forma
Invoice” option under “Quotation & Orders.”
Enterprise
Enterprise
Sending a Pro-Forma Invoice After Creating a Sales Order
● A Pro-Forma Invoice is laden with details about the
goods in question and other transaction data.
● It is essential to send this invoice when creating a Sale
order.
● Within the Orders menu, accessible under the Orders
tab, you can find a list of all Sales Orders.
Enterprise
Enterprise
To create a new Sales order, click the ‘New’ icon available on the
top left corner of the window.
Enterprise
● In the new Sales Order window, select your Customer
and the referring person associated with the customer
in the Referrer field.
● Specify the official data of the buyers in the Invoice
Address field, and the Delivery Address will reflect the
location where the specific commodities or services will
be delivered.
● Additionally, choose a template for your order in the
Quotation Template field.
Enterprise
● You can set the order confirmation date in the quotation
Date field and specify the expiration date in the
Expiration field.
● Choose the list of item prices in the Pricelist field and
define the payment conditions in the Payment Terms
field.
● In addition, you can mention the Recurring Plan in the
respective field.
Enterprise
Enterprise
To add commodity data, you can click on the ‘Add a Product’
option within the Order Lines section
Enterprise
you can click on the ‘Send PRO-FORMA Invoice’ icon within the
Sales Order window
Enterprise
● In the new window, specify the recipient of your
document in the Recipients field, which, in this case,
would be the customer.
● The Subject field is prefilled with details regarding the
Pro-Forma invoice.
● You can also attach relevant documents to the invoice
by clicking on the ‘Attachments’ button.
Enterprise
Enterprise
Select a template for the email you are sending, and with a click of the‘
Send’ button, the Pro-Forma Invoice is on its way to the customer.
Enterprise
Analysis and Beyond
● Odoo 17 doesn’t just make it easier to send Pro-Forma
Invoices; it also empowers you to analyze your sales
effectively.
● By using the reporting feature of Odoo ERP, you can
gain insight into your company’s sales within a specific
year.
Enterprise
Enterprise
● managing Pro-Forma Invoices within your business
becomes a hassle-free process with the Odoo ERP
software.
● These invoices are instrumental in fostering
transparency and trust with clients and streamlining
international trade processes.
● Odoo 17 ensures that your business operates with
precision and efficiency, making sure every transaction
is accounted for accurately.
For More Info.
Check our company website for related
blogs and Odoo book.
Check our YouTube channel for
functional and technical videos in Odoo.
Enterprise
www.cybrosys.com

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How to Send Pro Forma Invoice to Your Customers in Odoo 17

  • 1. How to Send Pro Forma Invoice to Your Customers in Odoo 17 Enterprise
  • 2. Introduction Enterprise In the world of commerce, precision is paramount. Pro-Forma Invoices serve as the blueprint for these precise financial transactions. These documents encapsulate critical information such as quantity, transportation charges, value, weight, and the range of goods involved in a transaction. Pro- Forma Invoices are vital to international trade, acting as preliminary invoices that facilitate smooth import and export processes. These documents are a precursor to the final invoice and are indispensable for transparent communication between business partners.
  • 3. Enterprise Pro-Forma Invoices: Unveiling the Benefits ● A Pro-Forma invoice provides a comprehensive view of a business deal. ● It comes into play when a partner requests services or products that are yet to be produced on the customer’s end. ● These invoices serve a range of purposes, from aiding in customs procedures during imports to providing clarity about charges, offering a preview of the final invoice cost, and more.
  • 4. Enterprise Activating Pro-Forma Invoices feature from Settings ● To begin sending Pro-Forma Invoices, you first need to activate the Pro-forma Invoices feature. ● This step is crucial to ensuring that you have the capability to send Pro-Forma Invoices to your customers. ● Head to the settings menu found within the configuration section, and enable the “Pro-Forma Invoice” option under “Quotation & Orders.”
  • 6. Enterprise Sending a Pro-Forma Invoice After Creating a Sales Order ● A Pro-Forma Invoice is laden with details about the goods in question and other transaction data. ● It is essential to send this invoice when creating a Sale order. ● Within the Orders menu, accessible under the Orders tab, you can find a list of all Sales Orders.
  • 8. Enterprise To create a new Sales order, click the ‘New’ icon available on the top left corner of the window.
  • 9. Enterprise ● In the new Sales Order window, select your Customer and the referring person associated with the customer in the Referrer field. ● Specify the official data of the buyers in the Invoice Address field, and the Delivery Address will reflect the location where the specific commodities or services will be delivered. ● Additionally, choose a template for your order in the Quotation Template field.
  • 10. Enterprise ● You can set the order confirmation date in the quotation Date field and specify the expiration date in the Expiration field. ● Choose the list of item prices in the Pricelist field and define the payment conditions in the Payment Terms field. ● In addition, you can mention the Recurring Plan in the respective field.
  • 12. Enterprise To add commodity data, you can click on the ‘Add a Product’ option within the Order Lines section
  • 13. Enterprise you can click on the ‘Send PRO-FORMA Invoice’ icon within the Sales Order window
  • 14. Enterprise ● In the new window, specify the recipient of your document in the Recipients field, which, in this case, would be the customer. ● The Subject field is prefilled with details regarding the Pro-Forma invoice. ● You can also attach relevant documents to the invoice by clicking on the ‘Attachments’ button.
  • 16. Enterprise Select a template for the email you are sending, and with a click of the‘ Send’ button, the Pro-Forma Invoice is on its way to the customer.
  • 17. Enterprise Analysis and Beyond ● Odoo 17 doesn’t just make it easier to send Pro-Forma Invoices; it also empowers you to analyze your sales effectively. ● By using the reporting feature of Odoo ERP, you can gain insight into your company’s sales within a specific year.
  • 19. Enterprise ● managing Pro-Forma Invoices within your business becomes a hassle-free process with the Odoo ERP software. ● These invoices are instrumental in fostering transparency and trust with clients and streamlining international trade processes. ● Odoo 17 ensures that your business operates with precision and efficiency, making sure every transaction is accounted for accurately.
  • 20. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com