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  3. How to create and send pro-forma invoice to the client?
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Home └Sales Course └How to create and send pro-forma invoice to the client?

Sales Course

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Course content
  • Products
    • Change product in SO/RFQ
      10 xp
      • Quiz
    • Checklist to Create a Product for Manufacturing
  • Prices
    • Achtung pricelist mandatory!
      50 xp
      • Quiz
    • Price List Report
    • Mass update the price lists
      50 xp
      • Quiz
  • RFQ
    • How to create and send pro-forma invoice to the client?
      50 xp
      • Quiz
    • Mass discount for quotations
  • Reports
    • Sales Report
      50 xp
      • Quiz
  • Sale Order
    • Goods reservation and inventory forecast
    • Edit Sale Order on mobile phone
      10 xp
      • Quiz
  • Invoice
    • Invoice Profit Analysis

How to create and send pro-forma invoice to the client?

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1. What fields should information i have to fill up with for a client
VAT number everything else will fetched automatically VAT, E-mail, Phone number and Contact person. Name is more that enough!
2. Why my proforma is in English?
Because my interface in English It's set in clients settings Because my grandpa was a sailor.
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