proforma invoice from sales order

SUGGESTED

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?

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    SUGGESTED

    Hi Ian,

    Thanks for using Sage City.

    It’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