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?
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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.
+15That 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.
Dermot Comerford
+1i think you gave yourself the answer 😃. We handle it in the same way you and
Cheers, Patrick
+4Haha true
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Dermot Comerford
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Create New Printed Form (copy sales order form and modify what you need)
Add new action to Sales Order and point to form above
Dermot Comerford
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