Create proforma invoice

[mikeymwong]

Hi,

Wondering is it possible to create a pro-forma invoice before I issue a
commercial invoice to the customer in OfBiz?

Thanks
Mike

[Jacques Le Roux]

Hi,

I don't think something like that already exists in OFBiz. From a quote should be the way I guess...

Jacques

From: "Mike Wong" <[hidden email]>
> Hi,
>
> Wondering is it possible to create a pro-forma invoice before I issue a
> commercial invoice to the customer in OfBiz?
>
> Thanks
> Mike
>

[Si Chen-2]

Quote is one good way to do it.  Or, you can just create the invoice  
in the accounting module, and as long as you don't set it to "Ready"  
it is not considered final, nor is posted to the ledger.

On Nov 27, 2006, at 4:46 AM, Jacques Le Roux wrote:

> Hi,
>
> I don't think something like that already exists in OFBiz. From a  
> quote should be the way I guess...
>
> Jacques
>
> From: "Mike Wong" <[hidden email]>
>> Hi,
>>
>> Wondering is it possible to create a pro-forma invoice before I  
>> issue a
>> commercial invoice to the customer in OfBiz?
>>
>> Thanks
>> Mike
>>

Best Regards,

Si
[hidden email]

[Jacques Le Roux]

From: "Si Chen" <[hidden email]>

> Quote is one good way to do it.  Or, you can just create the invoice  
> in the accounting module, and as long as you don't set it to "Ready"  
> it is not considered final, nor is posted to the ledger.

Interesting, thanks Si

Jacques
 

> On Nov 27, 2006, at 4:46 AM, Jacques Le Roux wrote:
>
> > Hi,
> >
> > I don't think something like that already exists in OFBiz. From a  
> > quote should be the way I guess...
> >
> > Jacques
> >
> > From: "Mike Wong" <[hidden email]>
> >> Hi,
> >>
> >> Wondering is it possible to create a pro-forma invoice before I  
> >> issue a
> >> commercial invoice to the customer in OfBiz?
> >>
> >> Thanks
> >> Mike
> >>
>
> Best Regards,
>
> Si
> [hidden email]
>
>
>
>

[Victor Hernadez]

Trying to clarify existing options, a sample AR workflow in ofbiz could be
similar to this:

1) A quote for a customer is created
2) A sales order is entered (using backoffice frontend or shoping cart)
3) After sales order is approved an invoice is generated and order
processing / delivery activities can be started and tracked (regardless of
invoice payment status)
4) Payment(s) are created and applied to invoice(s) via payment applications

Worth to highlight that not all entities/steps are required (e.g. quote
might be optional) an is expected that your actual accounting settings and
chart of accounts allows the proper posting of transactions and accounts
reconciliation

Kind Regards,
Victor



--
Sent from: http://ofbiz.135035.n4.nabble.com/OFBiz-User-f135036.html

[Rajesh Mallah]

Hi Victor ,

My concerns are mostly addressed and it is in line with the workflow you
mentioned.
Thanks for your reply. More on this from me after a few weeks.

regds
mallah.

On Sun, Oct 20, 2019 at 9:25 PM Victor Hernadez <
[hidden email]> wrote:

> Trying to clarify existing options, a sample AR workflow in ofbiz could be
> similar to this:
>
> 1) A quote for a customer is created
> 2) A sales order is entered (using backoffice frontend or shoping cart)
> 3) After sales order is approved an invoice is generated and order
> processing / delivery activities can be started and tracked (regardless of
> invoice payment status)
> 4) Payment(s) are created and applied to invoice(s) via payment
> applications
>
> Worth to highlight that not all entities/steps are required (e.g. quote
> might be optional) an is expected that your actual accounting settings and
> chart of accounts allows the proper posting of transactions and accounts
> reconciliation
>
> Kind Regards,
> Victor
>
>
>
> --
> Sent from: http://ofbiz.135035.n4.nabble.com/OFBiz-User-f135036.html
>