{"id":23848,"date":"2025-06-16T13:10:42","date_gmt":"2025-06-16T13:10:42","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/uncategorized\/pro-forma-invoice\/"},"modified":"2026-02-25T12:04:11","modified_gmt":"2026-02-25T12:04:11","slug":"how-to-create-pro-forma-invoice-in-odoo18","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/odoo\/bharath-india\/how-to-create-pro-forma-invoice-in-odoo18\/","title":{"rendered":"How to Create Pro-Forma Invoice in Odoo18"},"content":{"rendered":"<div class=\"epyt-video-wrapper\"><iframe loading=\"lazy\"  id=\"_ytid_63341\"  width=\"800\" height=\"450\"  data-origwidth=\"800\" data-origheight=\"450\"  data-relstop=\"1\" src=\"https:\/\/www.youtube.com\/embed\/qXXLRHATsX8?enablejsapi=1&autoplay=0&cc_load_policy=0&cc_lang_pref=&iv_load_policy=1&loop=0&rel=0&fs=1&playsinline=0&autohide=2&theme=dark&color=red&controls=1&disablekb=0&\" class=\"__youtube_prefs__  no-lazyload\" title=\"YouTube player\"  allow=\"fullscreen; accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen data-no-lazy=\"1\" data-skipgform_ajax_framebjll=\"\"><\/iframe><\/div>\n\n\n\n<p><\/p>\n\n\n\n<p>This video demonstrates how to use <strong>Pro-Forma Invoices<\/strong> in Odoo18, which act as a preliminary bill of sale sent to buyers in advance of a shipment or delivery.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Pre-shipment Document:<\/strong> 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.<\/li>\n\n\n\n<li><strong>Activating Pro-Forma:<\/strong> Go to <strong>Sales &gt; Configuration &gt; Settings<\/strong> and enable &#8220;Pro-Forma Invoice.&#8221;<\/li>\n\n\n\n<li><strong>Generating the Document:<\/strong> Once enabled, a &#8220;Send Pro-Forma Invoice&#8221; button appears on the Sales Order.<\/li>\n\n\n\n<li><strong>Customer Communication:<\/strong> The video shows how to email the Pro-Forma PDF directly to the customer for approval or advance payment.<\/li>\n\n\n\n<li><strong>Non-Financial Document:<\/strong> The video clarifies that a Pro-Forma does <em>not<\/em> create a journal entry in accounting; it is for information only.<\/li>\n\n\n\n<li><strong>Customization:<\/strong> You can customize the look of the Pro-Forma to match your brand, just like a standard invoice.<\/li>\n\n\n\n<li><strong>Use Cases:<\/strong> It is commonly used for international trade, customs, or when prepayments are required.<\/li>\n\n\n\n<li><strong>Final Transition:<\/strong> The video concludes by showing how the Pro-Forma later transitions into a real Invoice after the order is confirmed and delivered.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>This video demonstrates how to use Pro-Forma Invoices in Odoo18, which act as a preliminary bill of sale sent to [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[355],"tags":[],"class_list":["post-23848","post","type-post","status-publish","format-standard","hentry","category-bharath-india"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/23848","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/comments?post=23848"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/23848\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media?parent=23848"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/categories?post=23848"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/tags?post=23848"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}