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?
Pro forma invoices with regular order types
Userlevel 7
+14
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.
Userlevel 5
+1
i think you gave yourself the answer 😃. We handle it in the same way you and
Userlevel 6
+3
Haha true
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