How do I print a prepay invoice (commercial offer)?
Used in modules: Sales, Operation types, Doc. series

FAQ / How do I print a prepay invoice (commercial offer)?

To create and print a proforma invoice, follow these steps:

  1. Create the operation type
    Go to Reference book → Warehouse → Operation Types. Click the green "+" button to create a new operation type.

2. Link the created operation to a series
Go to Reference book → Warehouse → Doc. Series.
If the "Print invoice?" checkbox is not selected, you will be able to print a proforma invoice or a commercial offer.

3. Create the proforma invoice
Go to Warehouse → Sales.

4. Click the "Print" button to print the proforma invoice and select the appropriate template option.

5. Click "Generate".

Note: Proforma invoices can be generated in the following formats:

  • .pdf, .doc, .xlsx
  • In different languages.