howto create a proforma invoice
# ask-stanley-ai
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howto create a proforma invoice
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AI generated answer (using internal Slack threads):
To create a proforma invoice in NetSuite, you can follow these steps: 1. Create a custom version of the Quote or Sales Order form. 2. Change the title to read "Proforma Invoice". 3. You can also create checkboxes on the Sales Order that change the logic in the PDF template to read "Proforma Invoice". If you need to invoice in advance of shipment, you can enable the "Invoice in Advance of Fulfillment" accounting preference option. This allows you to create the invoice for what you need and send a PDF of that. For international shipments, if your NetSuite account is integrated with FedEx/USPS/UPS, you have options to print Commercial Invoice, etc. in the Item Fulfillment provided that you enable the International Shipments preference in the Shipping page and the items are properly set up. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.833813548
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.83282119
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820119858
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