Proforma invoice reminder in Odoo

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Odoo

111.63

v 10.0 v 11.0 v 12.0 Third Party 1
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Required Apps Invoicing (account)
Sales (sale_management)
Technical Name bi_custom_proforma_invoice
LicenseSee License tab
Websitehttp://www.browseinfo.in
Also available in version v 11.0 v 10.0 v 13.0
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Required Apps Invoicing (account)
Sales (sale_management)
Technical Name bi_custom_proforma_invoice
LicenseSee License tab
Websitehttp://www.browseinfo.in
Also available in version v 11.0 v 10.0 v 13.0

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.
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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.

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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 sales@browseinfo.in or raise a ticket on support.

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