Is anyone aware of an out-of-box proforma invoicin...
# accounting
a
Is anyone aware of an out-of-box proforma invoicing functionality? Or is this potentially something that is included with SuiteBilling?
s
why not use the estimate and change the transaction name to Pro-forma Invoice. Another option would be to create a custom transaction.
m
We use either the Quote(Estimate) or a Sales Order form that just has the title changed to pro-forma