预付款收据

一个 预付款收据 是在货物交付前发送的简化或估计的发票。它记录了货物的种类和数量、价值,以及其他重要信息,如重量和运输费用。

Pro-forma invoices are commonly used as preliminary invoices with a quotation. They are also used for customs purposes during importation. They differ from a normal invoice in that they are not a demand (or request) for payment.

激活功能

In order to utilize pro-forma invoices, the Pro-Forma Invoice feature must be activated. To do that, navigate to Sales app ‣ Configuration ‣ Settings, and in the Quotations & Orders section, click the checkbox next to Pro-Forma Invoice. Then, click Save to save all changes.

The Pro-Forma Invoice feature setting in the Odoo Sales application.

发送形式开票

With the Pro-Forma Invoice feature activated, the option to send a pro-forma invoice is now available on any quotation or sales order, via the Send Pro-Forma Invoice button.

The Send Pro-Forma Invoice button on a typical sales order in Odoo Sales.

When the Send Pro-Forma Invoice button is clicked, an email pop-up appears. The Recipients field is auto-populated with the customer from the sales order or quotation. Then, if needed, modify the Subject field and the body of the email. The pro-forma invoice is automatically added as an attachment to the email.

When ready, click Send, and Odoo instantly sends the email, with the attached pro-forma invoice, to the customer.

The email pop-up window that appears with pro-forma invoice attached in Odoo Sales.

小技巧

To preview what the pro-forma invoice looks like, click on the PDF at the bottom of the email pop-up window before clicking Send. When clicked, the pro-forma invoice is downloaded instantly. Open that PDF to view (and review) the pro-forma invoice.

Sample pro-forma invoice PDF from Odoo Sales.