How to make Pro-Forma Invoice? They can not be the same as invoices, because they do not require to be saved as an invoice and are not included in the accounting. Only upon receipt of a payment, a real invoice is issued on the basis of them. How to do it? Write as a commercial offer? The Manager does not have a separate group of these documents type.
use sales quotes.
Oh yes. This is one of the solutions. It would be better to have it separately, because the purpose of the Quotation and the Pro-Form Invoice are different and rarely paid by quotations. Hard to make optional point into Customize list with similar options as for Sales quotations or it impossible?
sales quotes and proforma invoice are more or less the same. so there is no need to have it separately. both quotes and proforma do not have any financial impact on the business. you can rename the heading to anything you like.
Yes. You are right. Only one inconvenience - will show not separated
use custom fields and show as column to separate quotes and proforma.
Ok. Understand. Thanks for help