A pro forma invoice is printed to the screen when the user selects ‘Simulation’ when updating an invoice from a sales order.
If you wish to send a pro forma invoice you will need to send it using the envelope button directly in the simulated pro forma screen.
This will open an email in your e-mail system on your computer and you will need to enter the email address manually.
If you wish to send a pro forma invoice whereby the customer e-mail is selected automatically you will need to use ‘Quotations’ or ‘Order Confirmation’ instead.