形式发票（Pro Forma Invoice），顾名思义就是开正式发票前给客户开的形式上的发票，等客户确认收货（服务）后再开正式发票。
形式发票多用于外贸业务中用于报关及随货同行、公司内调拨打印发货单信息等货物签收时间较长的业务场景。形式发票与普通系统发票完全一致，除了不产生会计凭证、不确认收入外。
在SAP系统中，形式发票可基于销售订单或者交货单，例如有的公司一下销售订单就基于销售订单开形式发票去报关、报关通过之后再产生交货单开正式发票；也可以基于交货单，例如UB转储的采购订单调出方发货之后可基于交货单开形式发票给货物接收方，记录货物和价值。
基于销售订单的标准发票类型是F5，基于交货单的标准发票类型是F8，可在SD开票配置中进行设置。
关于形式发票的更多信息：
“Pro Forma” Invoice is a dummy billing document created in the SAP system to simulate real invoice values. This is created prior to create the real invoice in the system and appear exactly same as real invoice. But this invoice does not need to be paid by the customer. Therefore, there is no posting done to Finance Accounting (FI). In standard SAP, there are two pro forma invoice types available as below. Depend on the business requirement you can define which billing type to be used.
- F5 – Pro Forma for Order
- F8 – Pro Forma Inv f Dlv
Billing document type “F5” is used to generate the pro forma invoice based on the sales document and the billing document type “F8” is used to generate the pro forma invoice based on the delivery document.
Since there is no FI posting happened during pro forma invoice creation, the cancellation is NOT done via transaction VF11.
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