Pro-forma invoices are essential for providing customers with a preview of invoiced amounts before finalizing a sales agreement. The Pro-forma Invoices for Agreement feature allows businesses to generate pro-forma invoices directly from sales agreements, ensuring that customers have clear visibility into costs and terms before committing to a final contract. This feature improves transparency and helps businesses ensure that all financial details are confirmed before proceeding with invoicing.
By generating pro-forma invoices from agreements, businesses can provide their customers with accurate cost estimates and ensure that there are no surprises once the final invoice is issued.
Functionality at a glance:
- Generates pro-forma invoices from sales agreements for accurate cost previews.
- Improves transparency by providing customers with a clear estimate of invoiced amounts before finalization.
- Reduces the risk of disputes by ensuring that all financial terms are confirmed before invoicing.
- Simplifies the invoicing process by integrating pro-forma invoice generation into the agreement workflow.
- Fully integrates with Odoo’s invoicing and sales agreement systems for seamless financial management.
This feature is particularly valuable for businesses that need to provide customers with detailed cost estimates during the sales negotiation process.
Pro-forma Invoices of Agreement (F1931)