Issue with Printing Proforma Invoices
Summary:
Unable to generate the expected output for Proforma Invoices using the standard AR Print Receivables Transactions job
Content (please ensure you mask any confidential information):
We have a requirement to generate Proforma Invoices, which should not create accounting entries or impact the customer's receivables balance. To achieve this, we followed these steps:
- Created a Transaction Type with both 'Open Receivables' and 'Post to GL' options disabled.
- Created an AR invoice using this transaction type.
- Attempted to print the invoice using the 'Print Receivables Transactions' job.
However, the output did not appear as expected.
Could you please let me know if anyone has successfully printed such Proforma Invoices?