How do I print a prepay invoice (commercial offer)?
To create and print a proforma invoice, follow these steps: Create the operation typeGo to Reference book → Warehouse → Operation Types. Click the green "+" button to create a new operation type. 2. Link the created operation to a seriesGo 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 invoiceGo 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.
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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.
Creating a new operation type in warehouse reference book

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.

Linking operation to document series for invoice printing

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

Creating proforma invoice in warehouse sales module

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

Printing proforma invoice and selecting template option

5. Click "Generate".

Generating the proforma invoice document

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

  • .pdf, .doc, .xlsx
  • In different languages.
Available formats and languages for proforma invoices

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