BITEX Documentation العربية

How to create and print proforma invoice in BITEX

BITEX does not have a dedicated "Proforma Invoice" document. To print one, you can simulate it by opening a Quotation or Sales Order, changing the document's Print Heading to "Proforma Invoice", and printing the document.

Follow these exact steps to print a proforma invoice for a customer:

1. Create and Open the Document

  • Navigate to the Quotation or Sales Order you wish to send.
  • Open the specific document record you want to print.

2. Update the Print Heading

  • Scroll down to the Printing Settings section in the Quotation or Sales Order.
  • In the Print Heading field, click the dropdown and select Create a new Print Heading.
  • Type Proforma Invoice as the new heading name and save.
  • Select this newly created Proforma Invoice heading from the dropdown and save your document.

3. Print or Save as PDF

  • Click the Menu button (three dots) or the Print icon at the top left of the screen.
  • Ensure you have the proper Letterhead selected if you need your company logo and contact details.
  • Click PDF to download it to your computer, or click Print to send it directly to your hardware.

Additional Customization Resources

  • BITEX Print Designer Tutorial (Video Guide)
  • Frappe Customize Print Format Guide (Official Documentation)