11 Jun’19

D365 Finance and Operations, D365 Retail

Print pro-forma invoice in Dynamics 365 Finance and Operations

In this article I am going to demonstrate how to view/print  pro-forma invoice. A pro forma invoice is an invoice that is prepared as an estimate of the actual invoice amounts before the invoice is posted. You can print a pro forma invoice either for a customer invoice for a sales order or for a free text invoice.

 

Step 1:
Configure Print management from  Account receivable>Setup>Forms

 

 

Step 2:
Right click on Customer invoice and click New

 

 

Step 3:
Go to All sales orders, Select an order which is in Open state.

 

 

Step 4:
Go to Invoice tab and click on Pro forma Invoice

 

 

Step 5:
In Quantity select All and in Print options enable Print Invoice

 

 

Step 6:
You may click on Export to save the document or print it

 

Hope this helps!

Written by

Rutvik Mehta

Functional consultant

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