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How can I generate a proforma invoice

edited Feb 17, 2020 9:20PM in Ask A Guru 13 comments

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

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