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Printing a Proforma Invoice

Documents & Print in the Inventory
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Presenter: Christina Fausbøll, Business Consultant Dynamics and Product Manager

How to print a proforma invoice from a sales invoice in Business Central?

From the sales invoice, it’s possible to print a pro forma invoice and we do this under actions, posting and pro forma invoice.

This is what happens in the video

And we can either print or preview the pro forma invoice.

It is also possible to print a pro forma invoice from a sales order.

Here from the sales order, I also go into actions, posting and pro forma invoice.