A pro forma invoice is generally defined as an invoice which is made before a sale has actually taken place. A pro forma invoice has the same look and feel as the commercial invoice and can be used to support customer activities where a pro forma invoice is needed, e.g. for customs clearance activities.
This type of invoice will not be posted into any linked financial system like Navision and it will not get a final invoice number. The same cost item may be allocated to multiple pro forma invoices.
Deposits do not apply to Pro forma invoices.
A Pro forma invoice can only be created from the Financial tab on a Delivery. The Pro forma button will appear above the Invoices line.
Selecting the Pro forma button will open up a New invoice screen.
A ro forma invoice is created and saved the same way as a provisional invoice.