Regenerate a Proforma Invoice Document

Use this process to resend a proforma invoice that has already been confirmed. This regenerates and resends the document without creating a new sales order or confirmation record.

1. Open the sales order confirmation

   From the FNO dashboard, open Modules ▸ Academic Management, expand Students, and click All students. Filter for the student, click Sell, then click Orders ▸ All sales orders. Open the relevant sales order. On the Action Pane, click Sell (⑤), then under Journals click Sales order confirmation (⑥). Select the latest version of the confirmation (⑦).

   

2. Reprint and resend

   Click Preview/Print (⑧), then click Use print management (⑨). Click Close.