1. Pro Forma Invoice
in Odoo 15
www.cybrosys.com

2. INTRODUCTION
❖ A Pro-forma invoice is an abridged or estimated invoice in advance of delivery of goods.
❖ It notes the kind and quantity of goods, their value, and other important information such
as weight and transportation charges.
❖ Pro-forma invoices are commonly used as preliminary invoices with a quotation, or for
customs purposes in importation. They differ from a normal invoice in not being a demand
or request for payment.

3. ❖ First of all, Goto Sales module > Configuration > Settings

4. ❖ Enable proforma invoice option and SAVE the changes

5. ❖ Create a sale Quotation/Order

6. ❖ Create a Sale Order / Quotation and click on SEND PRO FORMA INVOICE

7. ❖ Here we will get a prompt display with recipients and a attachment.We can make edits
according to our wish and > SEND

8. For More
Details
Check our company website for related blogs and Odoo
book.
Odoo 15 Enterprise Edition
Check our YouTube channel for functional and technical
videos in Odoo.
How To Send Pro Forma Invoice to Your Customers in
Odoo 15

10. Thank You