Skip to main content
Solved

Multiple for forma into one invoice

  • December 2, 2024
  • 1 reply
  • 31 views

We are mainly using invoices from project pro proma. One objective of our company would be to create one pro forma per week in order to follow correctly our pucoming sales and wip (from pro forma, we can decide if the actual transaction is billable, or a write off)

On the client’s side though, we would like to compine multiple pro forma into one invoice, in order to bill our client twice or once a month, without having to redo the whole proforma process

 

Is it possible in acumatica?

 

Thanks 

 

Best answer by iqraharrison

@marcandrematte hi there! Have you looked into allocation rules? I believe there is one for revenue recognition and WIP in the sales demo.  That could eliminate the need for multiple proformas throughout the month.  
 

to answer the original question, I don’t believe you can combine the invoices in the manner you need without some sort of customization.  Manually, you would need to correct/delete the proforma then reenter with the client amounts.

View original
Did this topic help you find an answer to your question?

1 reply

iqraharrison
Captain II
Forum|alt.badge.img+8
  • Captain II
  • 555 replies
  • Answer
  • December 2, 2024

@marcandrematte hi there! Have you looked into allocation rules? I believe there is one for revenue recognition and WIP in the sales demo.  That could eliminate the need for multiple proformas throughout the month.  
 

to answer the original question, I don’t believe you can combine the invoices in the manner you need without some sort of customization.  Manually, you would need to correct/delete the proforma then reenter with the client amounts.


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings