Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale) • Discuss (mail) |
Technical Name |
bi_custom_proforma_invoice |
License | See License tab |
Website | https://www.browseinfo.com |
Versions | 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Send Profroma Invoice and pro-forma invoice followup/reminder Odoo Apps.
Sale Order PRO-FROMA Invoice Odoo apps provides flexibility to send PRO-FROMA Invoice to customers for request for payment confirmation and here you can print PRO-FORMA Invoice report with Sale Order report and you can take follow-up for PRO-FORMA Invoice, you can see in message box as a History for whatever invoice Profroma followup and reminder send to customers.
Features

Send PRO-FORMA Invoice to Customer.
Send PRO-FROMA Invoice to customers for request for payment confirmation and here you can print PRO-FORMA Invoice report.
Take follow-up for PRO-FORMA Invoice.
You can take Followup for customer, you can check Followup History in message box.Send PRO-FORMA Invoice button
Once "Sale" app is installed you can see send PRO-FORMA Invoice after selecting PRO-FORMA Invoices in Setting -> users -> Technical Settings.

Send PRO-FORMA Invoice action
Select customer and add sale order line, now click on "Send PRO-FROMA Invoice" button. you can see screen of PRO-FORMA Invoie.

PRO-FORMA Email View
In this email template user will get the sale order total amount and the PRO-FORMA report.

PRO-FORMA Invoice View
PRO-FORMA Invoice menu is placed in Sales. In this menu you can see all the sent PRO-FORMA Invoices.

PRO-FORMA Invoice FollowUp
Now you can take follow-up for sent PRO-FORMA Invoices, Click on "Follow-up PRO-FORMA Invoice" button, It will send mail to the customer and set history in message box.

PRO-FORMA Invoice History
Here you can see your sent followup mail's history.

Invoiced PRO-FORMA Invoices
Once Invoice is created for sale order PRO-FORMA Invoices will hide from the menu. You can saw them by selecting Archived button in Filters.

Linked Invoice Number
Once Invoice is created it will be linked to the appropriate PRO-FORMA Invoice.

Free Support
You will get 90 Days free support incase any bugs or issue (Except data recovery).
At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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