How to make a Pro Forma confirmation

How to send a Pro Forma confirmation

Step 1
Go to Sales Order in D365

Step 2
Press 'SELL' in the upper task bar



Step 3
Go under 'Generate' and press 'Pro Forma confirmation'




Step 4
Choose your local printer in case you want to print out the document.

Enter the customers email address to send the pro forma directly by email.

Press “OK” in the bottom right corner of the tab


When you receive “operation completed” the pro forma has been successfully sent.