ERPNext does not have a dedicated "Proforma Invoice" document. To print one, you can simulate it by opening a Quotation or Sales Order , changing the document's Print Heading to "Proforma Invoice", and printing the document.
Follow these exact steps to print a proforma invoice for a customer:
1. Create and Open the Document
- Navigate to the Quotation or Sales Order you wish to send.
- Open the specific document record you want to print.
2. Update the Print Heading
- Scroll down to the Printing Settings section in the Quotation or Sales Order.
- In the Print Heading field, click the dropdown and select Create a new Print Heading.
- Type Proforma Invoice as the new heading name and save.
- Select this newly created Proforma Invoice heading from the dropdown and save your document.
3. Print or Save as PDF
- Click the Menu button (three dots) or the Print icon at the top left of the screen.
- Ensure you have the proper Letterhead selected if you need your company logo and contact details.
- Click PDF to download it to your computer, or click Print to send it directly to your hardware.
Additional Customization Resources
