Pro forma invoice
A pro forma invoice is a preliminary bill of sale sent to customers in advance of a final shipment or service. D365 generates these for international customs, trade agreements, or advance payment requirements.
How do you generate a pro forma invoice for customer quotes in D365?
A pro forma invoice is an essential commercial document for any organization involved in international trade or advance billing, as it provides the customer with a preliminary breakdown of costs, duties, and terms before the final, legal invoice is triggered. Microsoft Dynamics 365 Finance automates this generation, ensuring the document is professional, accurate, and ready to send the moment it is needed.
If your team is currently creating these documents in static editors or if your pro forma figures don't consistently match your final sales order value, you are creating unnecessary administrative risk and customer confusion. We help you automate these document workflows, ensuring your pre-billing process is as smooth and professional as your final invoicing.
Maintaining accurate commercial documentation demands dedicated, proactive technology management. Engaging an experienced technical team under a professional support contract guarantees that your invoice workflows remain fully performant.
Project off track?
Who are we?
We're DeliveredSoft, an Microsoft Dynamics 365 Partner based in Europe. With experts in Poland, Denmark and Spain, we build custom solutions using Microsoft Dynamics 365 for clients across a range of industries.