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Registration opens June 9. Be ready when passes drop. Get the green light now - Convince your boss

Proforma Invoices from Sales Order

in Ask A Guru 8 comments

I want to create a pro-forma invoice template that can be generated from a sales order. My understanding is that this is not a native function.

The solution would be to create a custom Advanced PDF Template and create a workflow to add button to the sales order.

Is this correct and has anyone done this successfully? Can you provide details.

Thanks in advance

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