How to generate Proforma Inovice

[Syed]

Hi Community,

Is there any implementation for Document Base Type: AR Pro Forma Invoice?

What is the proper way to generate Proforma Invoice in iDempiere?

Thanks in advance,

Regards,

Syed.

[Marco Longo]

Hi Syed ,

depend on your needs, you could just have a new document type name proforma that you convert to a Credit order or POS order or other document type

Another solution is to create the invoice but only in draft

It depend if are are waiting for the payment (solution A is better) or other custom solution

Marco Longo

https://idempiere.consulting

[Anozi Mada]

Hi, we usually just use the same Order and use another jasper print format for the Proforma Invoice. So no new document, just alternative print format.

Regards,

Anozi Mada

[Andres Lopez Andrade]

I use Quotation DocType to generate the first document, to convert to Sales Order just run the process Quote Convert and choose the new Document Type.