We are a company that bills time and material invoices through the pro forma invoice setting. We are looking for a way to be able to tie this invoice into the sales order process somehow so that when we go to ship the order, it ties to the pro forma invoice.
Right now we are manually creating the pro forma invoice, manually adjusting the sales order to match the pro forma invoice price, and shipping the sales order. This creates the issue of keeping the shipment in the ‘confirmed’ status, because if we ‘prepare invoice’ from the shipment, it would duplicate the invoice and book AR twice.
Does anyone know of a better way of navigating this scenario?