Pro-forma invoice

Article • 4/27/2026 • 2 min read

The Pro-forma Invoice report has two layouts for the user to print. The first allows print of items with order quantities, unit prices and extended prices. The second prints the items and order quantities and the deposit required from the user.

You need to ensure that a sales order is in Open status and that its Pro-forma Invoice field is selected before you can print.

To generate Pro-forma Invoice Report

  1. Open the Pro-forma Invoice (RPSOPI) page.

    a. Select Sales Management > Sales Reports > Pro-Forma Invoice> Pro-forma Invoice.

    Or

    b. Search for RPSOPI or Pro-forma Invoice in the Navigation box and then select Pro-forma Invoice.

    The Pro-forma Invoice (RPSOPI) page appears.

  2. In the Selection dropdown, select the information you want to view.

  3. In the Sort Order section, select how to sort the report.

    The Sort Order field is populated based on the type of report selected in the Selection field.

  4. Click Copy and select the report copy you want to print.

  5. Select the Trial Print checkbox to print All Trial Copies or Insurance Copy.

  6. In the Sort Range area, you can sort the information.

    The Sort On field is populated based on the type of report selected in the Selection field.

    The available sort ranges are:

    • Single: Select this option to include only one item. Selecting this option enables the From field. Do one of the following:

    • In the From field, enter the item reference.

    • Click the lookup reference and select the sort item from the Lookup For window. Select the required sort item and click Select.

    • Range: Select this option to include a range of items to sort from. Selecting this option enables the From and To fields. Do one of the following:

    • In the From and To fields, enter the first and last values of the range.

    • Click the lookup reference, if available, and select the sort item from the Lookup For window. Select the required sort item and click Select.

    • All: Select this to include all available items.

  7. On the toolbar, click Run Report to generate the report.

    Select Open now to open the report in a new tab or select Notify when Complete to get notification. You can open the downloaded report from My Reports page.

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