Creating a Proforma Invoice in 10X ERP

How to Create a Pro Forma Invoice in 10X ERP

A pro forma invoice is a preliminary bill that provides an estimate of costs before a sale is finalized. It is typically generated from a price quote or proposal. In 10X ERP, you can easily create and send a pro forma invoice based on an existing quote.

Steps to Create a Pro Forma Invoice:

  • CREATE a Price Quote in 10X ERP.
  • Publish the Price Quote
  • LOCATE the Pro Forma Invoice in the Email/Print dialog box within the quote.
  • GENERATE the Pro Forma Invoice as a preview of the final invoice.
  • PRINT or EMAIL the Pro Forma Invoice to the customer as needed.

This allows customers to review estimated costs before finalizing the transaction. The pro forma invoice remains accessible for record-keeping and communication.

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