Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Please note that on Saturday, April 18, 2026, at 8:00 PM Pacific Time, our Case Management System will undergo a scheduled maintenance for approximately 15 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
How can I generate a proforma invoice
Hello,
How can I generate a proforma invoice (PI, or a draft invoice) , as a separate non-posting document (need to send to customer and monitor)?
With non-SRP accounts, I've customized the SO printout to title "Proforma Invoice"
However, with SRP accounts, I need to generate a separate document, a non-posting document, based on the monthly charges.
Based on the PI, the non-posting document, we later issued invoice and payment.
Thanks.
Amir
Tagged:
4