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Title
a

Amanda Rosiak

10/02/2019, 5:43 PM
Is anyone aware of an out-of-box proforma invoicing functionality? Or is this potentially something that is included with SuiteBilling?
s

Sam-I-Am

10/03/2019, 9:04 PM
why not use the estimate and change the transaction name to Pro-forma Invoice. Another option would be to create a custom transaction.
m

MikeERPG

10/25/2019, 7:37 PM
We use either the Quote(Estimate) or a Sales Order form that just has the title changed to pro-forma