Pro-forma invoices¶
A pro-forma invoice is an abridged or estimated invoice sent in advance of a delivery of goods. It notes the kind and quantity of goods, their value, and other important information, such as weight and transportation charges.
Pro-forma invoices are commonly used as preliminary invoices with a quotation. They are also used for customs purposes during importation. They differ from a normal invoice in that they are not a demand (or request) for payment.
激活功能¶
In order to utilize pro-forma invoices, the Pro-Forma Invoice feature must be activated. To do that, navigate to Quotations & Orders section, click the checkbox next to Pro-Forma Invoice. Then, click Save to save all changes.
, and in the![The Pro-Forma Invoice feature setting in the Odoo Sales application.](../../../../_images/pro-forma-setting.png)
发送形式发票¶
With the Pro-Forma Invoice feature activated, the option to send a pro-forma invoice is now available on any quotation or sales order, via the Send Pro-Forma Invoice button.
![The Send Pro-Forma Invoice button on a typical sales order in Odoo Sales.](../../../../_images/send-pro-forma-invoice-button.png)
When the Send Pro-Forma Invoice button is clicked, an email pop-up appears. The Recipients field is auto-populated with the customer from the sales order or quotation. Then, if needed, modify the Subject field and the body of the email. The pro-forma invoice is automatically added as an attachment to the email.
When ready, click Send, and Odoo instantly sends the email, with the attached pro-forma invoice, to the customer.
![The email pop-up window that appears with pro-forma invoice attached in Odoo Sales.](../../../../_images/pro-forma-email-message-popup.png)
小技巧
To preview what the pro-forma invoice looks like, click on the PDF at the bottom of the email pop-up window before clicking Send. When clicked, the pro-forma invoice is downloaded instantly. Open that PDF to view (and review) the pro-forma invoice.
![Sample pro-forma invoice PDF from Odoo Sales.](../../../../_images/pro-forma-pdf.png)