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Proforma Invoice - Knowledgebase / SalesPad / Reporting - Cavallo Technical Support

Proforma Invoice

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Overview

The Proforma Invoice security setting allows users to see the Proforma Invoice default report in the report manager. This report can be copied and edited in report designer. See the Reports documentation for more information on this functionality and other default reports.

Usage

The Proforma Invoice report is used as a statement of the commitment on the part of the seller to deliver the products and services to the buyer at a specified price. Once you enable the Proforma Invoice security the report will be visible in Report Manager.

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Security

Proforma Invoice – Allows users to see and use the default Proforma Invoice report

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