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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

JeffR461 Newbie

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  • I created a work around by setting up a Proforma SO entry form. The resulting document is a reformatted and renamed PDF layout of the sales order printout to reflect that it's a proforma invoice with COO (we use for international) and other pertinent information. Hope this helps. Jeff
    in How can I generate a proforma invoice Comment by JeffR461 Dec 19, 2019 2:01PM