My client is looking for to send customers a prepay Invoice or a Proforma Invoice. Basically Enter an SO and generate an invoice, and once payment arrives they will process shipment and invoice. I set them up using credit terms with prepayment required and it works great. My question is if there is a way to do proforma invoices? I’m thinking I can create a second version of the sales order acknowledgement form and make it look like an invoice. Any other ideas?
Solved
Pro forma invoices with regular order types
+4Best answer by dcomerford
That is what I generally suggest copy the Sales Order form and change the Title to say Proforma and add is as an Action to the Sales Order to Print/Email it.
+16That is what I generally suggest copy the Sales Order form and change the Title to say Proforma and add is as an Action to the Sales Order to Print/Email it.
+1i think you gave yourself the answer 😃. We handle it in the same way you and
+4Haha true
+16
+16
Create New Printed Form (copy sales order form and modify what you need)
Add new action to Sales Order and point to form above
We need to create pro forma invoice for sales orders but it needs to be invoiced via EDI so it cannot be just a relabeled PDF…
Any Ideas?
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