In today’s video, we’re showing you how to enable and use Proforma Invoices in Odoo 18 Sales—a great way to share billing information with your customers without generating an official invoice.
Unlike quotations, proforma invoices are sent once the sale has already been agreed upon. And unlike final invoices, they don’t trigger taxes or accounting entries. They’re perfect for internal approvals, customs processes, or collecting advance payments. Whether your customer needs a pre-invoice for budgeting, compliance, or import clearance, this tool offers a professional way to bridge the gap between agreement and final invoicing.
What You’ll Learn: 🔍
📋 The difference between quotations, proforma invoices, and final invoices
⚙️ How to activate the Proforma Invoice feature in Sales settings
📬 How to create and send a proforma invoice from a quotation
📧 How to preview, attach, and customize the proforma email
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More details here:
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