SENDING PRO-FORMA INVOICE TO CUSTOMER
The pro-forma invoice is mainly utilized as an essential receipt with quotations ahead of time of a product delivery. It takes note of the kind and quantity of merchandise, their esteem, and other significant data, for example, weight and transportation charges. The pro-formainvoice contrast from a typical invoice in not being ademand or request for payment.
To trigger the action
Go to SALES > Configuration > Settings and activate the Pro-Forma Invoice feature.
Send a pro-forma invoice
One can send the pro-forma invoice from any quotation or sales order.