Sending a Proforma Invoice based on a Goods Receipt or Purchase Order

To create a proforma invoice based on a goods receipt, enter the "Incoming Receipts" module and select the relevant receipt.

There are two ways to create a proforma invoice based on a goods receipt:

1) Right-click on the document and choose "Flip to Proforma Invoice" from the drop-down menu. 

2) Double-click on the receipt to open it, and then click on the green "Flip to Proforma Invoice" button at the top of the screen.

If you chose to send the invoice via the "Send Proforma Invoice" module, you can send the invoice based on receipt here as well. 

Select "Goods Receipt Number" in section A of Step 2 and click on "Select from list" next to the Goods Receipts field. 

Then, select the relevant document from the list. Please refer to the comments for which receipts you are / are not permitted to send a proforma invoice - 

The same action can be performed in the "Sales Orders" module from the list of orders, or in a specific order.

Instructions for sending a proforma invoice can be found in this article: Sending a Proforma Invoice