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odoo accounting v14 pos v15

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How do I create a Proforma Invoice from a Draft Invoice in Odoo CE v14

draft proforma Invoice v14

2 الردود

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Atul Chauhan

I have seen examples of creating a Proforma Invoice from a SO but How do I create a Proforma Invoice from a Draft Invoice in Odoo CE v14?

Kindly assist

Balagopal R

Go to the Sales-> Configuration // enable the Pro-Forma Invoice, Now you will get an option to create the Proforma Invoice in the Sales module

Check the following video.

https://youtu.be/lox0AiwAoig

Atul Chauhan

الكاتب

Dear Balogopal

Thank you your for answer

I had already enabled the proforma invoice . and from SO , i can create a Proforma

however my question is to to create a proforma invoice from a draft invoice ( without SO) ?

Balagopal R

Hello,

I think in the older versions of Odoo, taking a proforma invoice from Accounting was there.

https://www.cybrosys.com/blog/proforma-invoice-in-odoo

But in the newer versions, I don't see this.

Atul Chauhan

الكاتب

You are right , I saw the cybrosys blog post as well , but can not find a way to do it Odoo CE v14

Mindaugas

In odoo you can create proforma invoice from sales order, not from invoice(i am talking by default f-nality).

Atul Chauhan

الكاتب

Dear Mindaugas

Draft Invoice image below

https://imgur.com/JgaNWvE

If i click on confirm then it will create an Invoice

What i need is to create a Proforma Invoice from Draft Invoice

Is this possible out of default functionality ?

Mindaugas

so you need from 'draft' state have to proforma print pdf. so by default you will not get it. you will need some dev to make this print as 'proforma'.

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