Pro forma Invoice

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Posted on by Community Member Microsoft Employee

I need to post a Pro forma Invoice for a Purchase order. I need some clarifications :

1.) Can one make pro forma invoice before making PRODUCT RECEIPT.
2.) When one posts the Pro forma Invoice, will it create any accounting entry for the vendor, for payment.
3.) If Yes, then how does one settle the Pro forma Invoice amount while making the Final Invoice.

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Community Member Microsoft Employee on at

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RE: Pro forma Invoice

Thanks a lot, Andre.
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André Arnaud de Cal... 291,253 Super User 2024 Season 2 on at

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RE: Pro forma Invoice

Hi Rohan,

Here are some answers:

1) Yes. You can select the full or partially quantity and print the pro-forma invoice.

2) No. A proforma invoice will not create accounting entries. It will only print a report.