What would be helpful for our company is when a non account customer places a Sales Order (we would create this as a Proforma Sales Order) and their company needs a Pro-Forma invoice to pay for the goods.
Currently I believe there is no way to create a Pro-Forma Invoice from the Pro-Forma Sales order.
In the ideal world, the process would go like this;
- Pro-Forma Sales Order created
- Pro-Forma Invoice printed/email via REPORTS
- Once customer has paid, edit the Pro-Forma Sales order to convert it to Standard Sales Order
- Record the Payment against the SO (via payment tab)
- Print the Pick list/Delivery note for warehouse to prepare order
- Despatch Sales Order which would create the Tax Invoice
Currently the highlighted stage is not available and the only way to create a Pro-Forma invoice is to create it manually. Then once customer paid, delete the PF Invoice and let the Sales Order despatch process create the tax invoice.