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.
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