How to Easily Send Pro-Forma Invoices in Odoo18

Odoo has a peak features to share the pro forma invoice in Odoo18, and pro forma invoices are shared to customer since they represent an estimate of what the seller will charge before the goods or services are actually sold or delivered with details of the transaction, such as the products or services to be provided, their quantities, and their prices, along with any other terms or conditions

Unlike regular invoices, which are official payment requests, pro-forma invoices act as non-binding documents outlining the expected terms of a transaction and detail essential aspects, including the products or services offered, quantities, pricing, and any associated terms or conditions.

How to Send Pro-Forma Invoices and Activate the Feature in Odoo18

In this blog, we’ll guide you step-by-step on how to send pro-forma invoices in Odoo18 to customers and also how to activate the pro-forma invoice feature, customize the document, and share it effortlessly with your clients. Whether you’re negotiating terms or providing a quote, mastering this feature will enhance your sales process and improve customer communication. So let’s get it in

How to Configure Pro Forma Invoices In Odoo18

The Pro-forma Invoice feature must be activated to use pro-forma invoices. To activate this feature, navigate to Sales App > Configuration > Settings > Quotation and Order, and check the box for Pro-forma Invoice.

How to Create a Quotation for the Pro-forma Invoices

To create the quotation, open the sales app and go to the orders, where there is a quotation menu, inside the quotation there is a new button were you can generate a quotation. Inside the quotation form view, fill up the necessary information like customer details, product, price etc. In the same window you have an option to send a pro-forma Invoice. After creating a quotation, you can email the pro-forma invoice to the customer directly through Odoo. To share the pro- forma invoice through odoo via email for that you need to ensure that outgoing email are properly configured.

Click on the button Send Pro-forma Invoice inside the quotation form view to share it with the customer. The pro-forma invoice can be shared with customer during the quotation stage and after confirming it to a sale order.

A wizard will be open to send the pro-forma invoice to customer and This window auto-fills the recipient field with the customer from the sales order or quotation. If necessary, the Subject field and the email body can be modified. You have an option to preview the pro-forma invoice before sharing it with customer. Once you click on the send option in the wizard and email will shared to the customer with the attached pro-forma invoice in Odoo18

Benefits of Sending Pro-Forma Invoices in Odoo18

With Odoo18 sending pro-forma invoices is a peaceful process to help facilitate pre-transaction communication with customers obeying the simple steps drafted in this guide, you can activate the pro-forma invoice feature, generate quotations, and you can share them seamlessly with clients.

Knowing the pro-forma invoices in Odoo18 can significantly enhance your position of reaching out for negotiations and setting up appropriate expectations and estimates with enhancing customers’ confidence and satisfaction. No matter if you are collecting your quote or fulfilling the terms of a sale, this useful feature provides a peak approach to pre-orders.

What are you waiting for? Is your UAE company using pro-forma invoices and do you have questions, or want to implement it?, don’t worry Transines solutions is here to help Get your FREE Odoo consultation today, and we’ll clear all your doubts during the session.