Proforma invoice reminder in Odooby BrowseInfo https://www.browseinfo.in
• Sales (sale_management)
|Lines of code||515|
|License||See License tab|
|Also available in version||v 11.0 v 10.0 v 15.0 v 12.0 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.
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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.
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