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!

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