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[IMP] sales: updated pro-forma invoice doc for 16
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ksc-odoo committed Aug 18, 2023
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27 changes: 17 additions & 10 deletions content/applications/sales/sales/invoicing/proforma.rst
Original file line number Diff line number Diff line change
Expand Up @@ -7,22 +7,23 @@ notes the kind and quantity of goods, their value, and other important informati
and transportation charges.

Pro-forma invoices are commonly used as preliminary invoices with a quotation. They are also used
for customs purposes during importation. They differ from a normal invoice in that they are not a
during importation for customs purposes. They differ from a normal invoice, in that they are *not* a
demand (or request) for payment.

Activate the feature
====================
Configuration
=============

In order to utilize pro-forma invoices, the *Pro-Forma Invoice* feature **must** be activated. To do
that, navigate to :menuselection:`Sales app --> Configuration --> Settings`, and in the
In order to utilize pro-forma invoices, the *Pro-Forma Invoice* feature **must** be activated.

To do that, navigate to :menuselection:`Sales app --> Configuration --> Settings`, and in the
:guilabel:`Quotations & Orders` section, click the checkbox next to :guilabel:`Pro-Forma Invoice`.
Then, click :guilabel:`Save` to save all changes.

.. image:: proforma/pro-forma-setting.png
:align: center
:alt: The Pro-Forma Invoice feature setting in the Odoo Sales application.

Send a pro-forma invoice
Send pro-forma invoice
========================

With the :guilabel:`Pro-Forma Invoice` feature activated, the option to send a pro-forma invoice is
Expand All @@ -32,10 +33,13 @@ now available on any quotation or sales order, via the :guilabel:`Send Pro-Forma
:align: center
:alt: The Send Pro-Forma Invoice button on a typical sales order in Odoo Sales.

When the :guilabel:`Send Pro-Forma Invoice` button is clicked, an email pop-up appears. The
:guilabel:`Recipients` field is auto-populated with the customer from the sales order or quotation.
Then, if needed, modify the :guilabel:`Subject` field and the body of the email. The pro-forma
invoice is automatically added as an attachment to the email.
When the :guilabel:`Send Pro-Forma Invoice` button is clicked, an email pop-up window appears.

In the pop-up window, the :guilabel:`Recipients` field is auto-populated with the customer from the
sales order or quotation. Then, if needed, modify the :guilabel:`Subject` field and the body of the
email.

The pro-forma invoice is automatically added as an attachment to the email.

When ready, click :guilabel:`Send`, and Odoo instantly sends the email, with the attached pro-forma
invoice, to the customer.
Expand All @@ -52,3 +56,6 @@ invoice, to the customer.
.. image:: proforma/pro-forma-pdf.png
:align: center
:alt: Sample pro-forma invoice PDF from Odoo Sales.

.. seealso::
- :doc:`/applications/sales/sales/invoicing/invoicing_policy`
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