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What's the best solution to handle Proforma Invoices?

edited Jul 13, 2023 4:12AM in Ask A Guru 7 comments

Currently, we have a broken process that we are trying to solve for. I can see a few options:

  1. Creating SO and using it to generate Proforma Invoice PDF
  2. Creating Customer Deposits for Pre-Payment
  3. As Invoices come through apply the Deposit to close that out

There is another option to use Estimate with the same process.

In terms of Estimates vs SO to generate Proforma invoices which one would you suggest?

What is the advantage of using SO over Estimates and vice-versa?

Is there a better way to handle it?

Thanks in advance!

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