Creating a Pro Forma Invoice

You can create pro forma invoices on the basis of sales orders or deliveries (see the following figure).

This graphic is explained in the accompanying text.

The following billing types are available for pro forma invoices in the standard version of the SAP System:

Billing type	Reference document
F5	Sales order
F8	Delivery

Note Note

Processing pro forma invoices differs from processing normal invoices in the following ways:

End of the note.

Goods issue is not required before you create a delivery-related pro forma invoice.
You can create as many pro forma invoices as you like for a sales order or a delivery because the billing status in the sales order or delivery is not updated.
Data from the pro forma invoice is not passed on to financial accounting.