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.
Configure Print management from Account receivable>Setup>Forms
Right click on Customer invoice and click New
Go to All sales orders, Select an order which is in Open state.
Go to Invoice tab and click on Pro forma Invoice
In Quantity select All and in Print options enable Print Invoice
You may click on Export to save the document or print it
Hope this helps!