How to Create Pro-Forma Invoice in Odoo18

This video demonstrates how to use Pro-Forma Invoices in Odoo18, which act as a preliminary bill of sale sent to buyers in advance of a shipment or delivery.

• Pre-shipment Document: The video explains that a Pro-Forma is used to show the customer exactly what they will be billed before the actual invoice is created.
• Activating Pro-Forma: Go to Sales > Configuration > Settings and enable “Pro-Forma Invoice.”
• Generating the Document: Once enabled, a “Send Pro-Forma Invoice” button appears on the Sales Order.
• Customer Communication: The video shows how to email the Pro-Forma PDF directly to the customer for approval or advance payment.
• Non-Financial Document: The video clarifies that a Pro-Forma does not create a journal entry in accounting; it is for information only.
• Customization: You can customize the look of the Pro-Forma to match your brand, just like a standard invoice.
• Use Cases: It is commonly used for international trade, customs, or when prepayments are required.
• Final Transition: The video concludes by showing how the Pro-Forma later transitions into a real Invoice after the order is confirmed and delivered.