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.

i think you gave yourself the answer . We handle it in the same way you and @dcomerford mentioned...

Haha true @PatrickSchlenker90 I had to double check since I’ve seen pro forma functionality on other modules such as project so I wasn’t sure if it was a less common feature for sales orders.

​@dcomerford Good morning. I know the post is a bit dated but could you walk me through your setup? We are looking to achieve the same out coome as you did. Currently our process of creating an appoint to bill for prepayments are causing tax payment obligation issues and a cumbersome process when trying to get accurate reporting.

​@lewisad Not sure i follow what you are asking as all the solution is, is to add a new action on the Sales Order that prints the Sales Order with the Title of Proforma on it.

​@dcomerford In-terms on if a new order type has to be created and then associated with the edited SO form?

​@lewisad You could do but you dont need to.

Create New Printed Form (copy sales order form and modify what you need)

Add new action to Sales Order and point to form above