How to Configure Proforma Invoice in Odoo 18 Sales | Odoo 18 New Features | Odoo 18 Sales | Odoo 18
3A proforma invoice is a preliminary invoice that serves as a commercial document issued by a seller to a buyer. It outlines the terms and conditions of a potential sale, including the description of goods or services, quantity, price, and payment terms. However, unlike a regular invoice, a proforma invoice is not a legal document that binds the seller to fulfill the order.
Key purposes of a proforma invoice:
Quote or Estimate: It acts as a formal quote or estimate, providing the buyer with a detailed breakdown of the costs involved.
Customs Clearance: It's often required by customs authorities for import or export procedures, providing necessary information for clearance.
Booking Confirmation: It can serve as a confirmation of a booking or order, especially for international transactions.
Payment Terms Agreement: It establishes the agreed-upon payment terms between the buyer and seller.
A proforma invoice can be converted into a regular invoice once the order is confirmed and the goods or services are delivered.
To create a proforma invoice in Odoo, follow these steps:
1. Go to Sales:
Open Odoo and navigate to the "Sales" app.
2. Create a New Invoice:
Click on the "Create" button under the "Invoices" tab.
3. Select Customer and Products:
Choose the customer for whom you want to create the proforma invoice.
Add the products or services that will be included in the invoice.
4. Set Invoice Type to "Proforma":
In the invoice form, locate the "Type" field and select "Proforma".
5. Fill in Other Details:
Fill in other relevant details such as the invoice date, due date, payment terms, and any additional notes.
6. Print or Send:
Once you're satisfied with the invoice, you can print it or send it to the customer via email.
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