How to create and print proforma invoice in ERPNext

ERPNext does not have a dedicated "Proforma Invoice" document. To print one, you can simulate it by opening a Quotation or Sales Order, changing the document's Print Heading to "Proforma Invoice", and printing the document.

Follow these exact steps to print a proforma invoice for a customer:

1. Create and Open the Document

Navigate to the Quotation or Sales Order you wish to send.
Open the specific document record you want to print.

2. Update the Print Heading

Scroll down to the Printing Settings section in the Quotation or Sales Order.
In the Print Heading field, click the dropdown and select Create a new Print Heading.
Type Proforma Invoice as the new heading name and save.
Select this newly created Proforma Invoice heading from the dropdown and save your document.

3. Print or Save as PDF

Click the Menu button (three dots) or the Print icon at the top left of the screen.
Ensure you have the proper Letterhead selected if you need your company logo and contact details.
Click PDF to download it to your computer, or click Print to send it directly to your hardware.

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