 Introduction to Forms in the Sales Ledger
Cash Notes
Credit Notes
Customer/Supplier Labels
Debtors Letter
EU VAT Sales
Gift Vouchers
Interest Invoices
Internal Invoices
Intrastat S/L
Invoices
Open Invoice Customer Statement
Periodic Customer Statement
Proforma Invoices
Project Invoices
Receipt Forms
Reminders
VAT Corrections S/L
 Tutorials for Standard Accounts
Search HansaManuals.com HansaManuals Home >> Standard ERP >> Sales Ledger >> Forms/Documents Previous Next Entire Chapter in Printable Form Search This text refers to program version 8.0 Proforma Invoices You will usually print a Proforma Invoice when you or your Customer need a document confirming the goods that will be sold, including quantities and prices, and when the Customer needs a document in order to process an advance payment.A Proforma Invoice differs from a normal Invoice in that it is not a legal Invoice. For this reason, you should design a separate Form Template that clearly displays the Proforma status for use when printing Proformas. When, as will often be the case, you print a Proforma from an Invoice that you have not yet marked as OK, it will be printed without the "Test Printout" watermark, irrespective of whether you are using the No Test Printout option in the Optional Features setting in the System module. You can also print an individual Proforma when an Invoice is open on screen, using the 'Print Proforma Invoice' function on the Operations menu.
When you design the Form Template to be used by the Proforma Invoice form, you can use the same fields that you can use in the Form Template that will be used by the Invoice form. Please refer here for a list of the header fields and here, for the row fields. --- Forms in the Sales Ledger:
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