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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

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最佳答案

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

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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.

作者

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

最佳答案

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


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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 ?

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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