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
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Financeiro
- Inventário
- PoS
- Projeto
- MRP
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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.
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) ?
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.
You are right , I saw the cybrosys blog post as well , but can not find a way to do it Odoo CE v14
In odoo you can create proforma invoice from sales order, not from invoice(i am talking by default f-nality).
Dear Mindaugas
Draft Invoice image below
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 ?
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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