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Pro forma invoices with regular order types

  • 30 January 2024
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estebanperalta54
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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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Best answer by dcomerford 30 January 2024, 22:30

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estebanperalta54
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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.

If you found the post helpful please like the post or if it answered your question mark it as best answer. Thanks!
PatrickSchlenker90
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i think you gave yourself the answer 😃. We handle it in the same way you and @dcomerford mentioned...

Cheers, Patrick
dcomerford
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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.

Dermot Comerford

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