A pro forma invoice is usually created in SAP Business One by creating a sales document and selecting a pro forma invoice template from the print menu.
It is possible to customise the pro forma invoice template to meet specific business requirements. These include, for example, the specification of terms of payment and other relevant information. It is important to note that a pro forma invoice does not generate an accounting entry. Rather, it merely represents an obligation to deliver goods or services without generating an actual receivable. A pro forma invoice can either be printed or sent by email.
Finance in SAP Business One
The financial system in SAP Business One contains the entries that you are legally obliged to make and enriches them with ...
E-Invoicing 2026: What is changing now for SMEs and SAP B1 users
The e-invoice has moved beyond the theoretical IT project phase. Since January 2025, the obligation to receive e-invoices applies to all domestic companies — ...
Netting in SAP Business One: What makes the Versino Financial Suite different
When a business partner is both a customer and a supplier, that sounds like a comfortable situation. You know each other, you trust...
Trial Balance in SAP Business One: What the Versino Financial Suite does differently – and why tax advisors notice
The Trial Balance is one of the oldest reports in accounting. Every accounting program has it, and SAP Business One itself...
Versino Financial Suite Version 05.2026: What's Changed
Version 05.2026 of the Versino Financial Suite brings two innovations that directly target time loss and system limitations in daily...
E-Invoicing 2026: From Receipt to Mandatory Issuance — what SMEs must clarify now
From 1 January 2025, every B2B company in Germany must be able to receive electronic invoices — regardless of turnover. One and a half years...
Service description in the e-invoice: How much detail really needs to be included?
The introduction of mandatory e-invoicing is shifting the focus away from mere PDFs towards structured data. This is particularly noticeable ...
