Generate, send and collect on proforma invoices before the sale is final
A complete order-to-cash proforma workflow inside Odoo 19 — numbered non-fiscal documents with bank details, down payments, email tracking, and automated follow-ups, generated straight from the sale order.
The problem
Odoo's native quotation and draft-invoice documents are not built as proformas: no dedicated numbering, no bank or IBAN block for international buyers, and no way to send, track and follow up a proforma as its own document. Sales and finance teams end up hand-editing PDFs, inventing ad-hoc numbers, and chasing prepayment over email with no record in Odoo.
The solution
Proforma Invoicing adds a dedicated, numbered proforma document generated straight from the sale order, complete with bank details and payment instructions, an email-and-track send flow, down payment and payment recording with automatic status, and a scheduled follow-up log — all inside Odoo 19.
Everything a proforma workflow needs
Every capability below is implemented in the module.
One-Click Generation
Build a proforma directly from any sale order, copying customer, currency, salesperson and every order line — including section and note rows — in one action.
Dedicated Numbering
Each proforma gets its own sequence (PRO/YYYY/#####) with automatic per-fiscal-year reset, kept fully separate from quotation and invoice numbers.
Bank & Payment Details
Attach a company bank account with IBAN and SWIFT plus configurable payment instructions, so international buyers have everything needed to prepay.
Down Payments & Payments
Register down payments and payments against a proforma; paid-to-date and remaining balance recalculate automatically on the document.
Payment Status at a Glance
Not Paid, Partially Paid, Paid or Overdue is computed automatically and shown as a badge on every list, kanban card and form.
Send by Email with Tracking
Email the branded PDF to the customer straight from the record; every send is logged to the chatter and to the follow-up history.
Follow-Up Audit Log
A dedicated Follow-ups list records every reminder, send and conversion touch, filterable by date range, customer and amount.
Bulk Generation
Generate proformas for several sale orders at once from a single bulk-action wizard, skipping orders that already have one unless forced.
Convert to Invoice
Confirm an accepted proforma and convert it into a draft invoice with one click, keeping the lines, amounts and origin reference intact.
How it works
Generate
Click Create Proforma on a sale order to build a numbered, non-fiscal document with lines, bank details and payment instructions pre-filled.
Send
Email the proforma PDF to the customer directly from the record; the send is logged to the chatter and the follow-up history.
Collect
Record down payments and payments as they arrive; payment status updates automatically as the balance changes.
Convert
Confirm the proforma and convert it into a draft invoice once terms are accepted, keeping the full audit trail.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. It replaces the built-in printout with a full standalone workflow: a dedicated numbered document, bank and IBAN details, down payment and payment tracking, automatic payment-status badges, tracked email sending and a follow-up audit log — none of which the native feature provides.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Proforma Invoicing
One-click proformas from sale orders with dedicated numbering, bank and IBAN details, down payments, automatic payment status and tracked email sending — then convert to a real invoice.
Buy on Odoo App Store