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How to print a Pro Forma Invoice

Customers Accounting
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A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used
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Presenter: Christina Fausbøll, Business Consultant Dynamics and Product Manager

How to print a pro forma invoice from Dynamics 365 Business Central?

From sales orders and sales invoices, it’s possible to print out a pro forma invoice if you need one.

This is what happens in the video

For both documents, as they have not yet been posted, we cannot print out the posted sales invoice, but we can print out a pro forma invoice for both of these documents.

This is done in the same way.

In Actions, Posting, and View or Print Pro Forma Sales Invoice.

Now, we can choose to print or preview it.

I’ll just preview it here.

And here, we can see the pro forma invoice as it would appear if we print it from the system.