Pro Forma Invoice

A pro forma invoice is a document that states a commitment from the seller to sell goods to the buyer at specified prices and terms. It is used to declare the value of the trade. It is not a true invoice, because it is not used to record accounts receivable for the seller and accounts payable for the buyer. Simply, a pro forma invoice is a confirmed purchase order where the buyer and supplier agree on the costs and product details to be shipped to the buyer.

You can activate the Pro Forma Invoice for Service Orders add-on (Tools -> System -> Add-ons) and gain the ability to print a document that will list labor hours and materials prior to converting the order to an invoice. When editing a service order, click the Print button, then on the page that appears click the Pro Forma Invoice button.

For fulfillment orders you can print an order confirmation document that will list products ordered with pricing info. Click the Print Confirmation button when viewing a fulfillment order.