Proforma invoices are necessary documents to let customers know how much they can be charged for a specific service or product. This document can be printed from all modules where orders can be invoiced: Work Orders, Repair Orders, and Sales Orders. Note that a proforma invoice can be printed only for orders that have not yet been invoiced.
In the Work Order and Repair Order modules, you can print it by selecting an order and choosing "Proforma Invoice" in the printouts:
In the case of Sales Orders, please note that is is also necessary for the order to be "Not Entered" and the "Proforma Invoice" box checked inside the order's "Edit" view. Afterward, you just need to follow the same steps as in the other modules:
In the Work Order and Repair Order modules, you can print it by selecting an order and choosing "Proforma Invoice" in the printouts:
In the case of Sales Orders, please note that is is also necessary for the order to be "Not Entered" and the "Proforma Invoice" box checked inside the order's "Edit" view. Afterward, you just need to follow the same steps as in the other modules: