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 , and in the Quotations & Orders section, click the checkbox next to Pro-Forma Invoice. Then, click Save to save all changes.
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.
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.
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.
