proforma invoice from sales order

Question

We are trying to produce a proforma invoice from a sales order, but the type box on the sales invoice is greyed out, what is the correct process?

Paul Morgan · Answer

Hi Ian, 
 Thanks for using Sage City. 
 It&rsquo;s not possible to create a proforma invoice from a sales order, as the sales order has already accounted for the stock movement. However, you can create a pro-forma sales order to provided in advance of a sales order. You can then convert this into a sales order if required. 
 You can find more info on using proformas here . 
 If this has answered your question please click More > Verify Answer. 
 Regards, 
 Paul Sage UKI

Sage 50 Accounts

proforma invoice from sales order

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