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When we create an invoice for a customer directly from the accounting dashboard, we fill in all the available fields by hand: producer, customer, amount, etc. When we click on the preview, the document that is generated is always a PROFORMA Invoice, when we do not want it to be a proforma, only a commercial invoice. How can we do this?

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Câu trả lời hay nhất

I think i have found the answer to this. Basically, the word "PROFORMA" appears in the preview before you send the invoice. If you just ignore this and send the invoice, the actual invoice will not have the word "PROFORMA" on it. Hope this helps.

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Yes, the preview always shows "Proforma" but the pdf (Report) will show only Invoice as long as you have confirmed your invoice.

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Hi Dear, Could you guide me how can i Remove the "Proforma Invoice" as I am using free one app the accounting module and I can not download the Sales Module

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I'm having the same issue with PROFORMA appearing on invoices in Preview. In the sales app Proforma is unchecked so I still don't know why this is happening and would like to know a solution.

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Tác giả Câu trả lời hay nhất

Thank you for the response but maybe I did not explain mysef well. My problem is that I do not want to be a proforma, just a normal commercial invoice and if I follow the steps, at the end, the invoice is like this: "PROFORMA INVOICE 24XXX"

And I do not want to appear the ord "proforma" because this is not and invlice valir for accounting

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You can resequence the invoice numbers by going to the list view of invoices in debug mode.

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  • Configuration:
    1. Navigate to the Sales app.
    2. Go to Configuration and select Settings.
    3. In the Quotations & Orders section, uncheck the box next to Pro-Forma Invoice to deactivate this feature.
    4. Click Save to apply the changes
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