Question: How do I create pro-forma invoices? We need this for some of our customers who purchase goods from us in Asia. We expect to send them X, but when they actually load the container, the quantity might not match. After the shipment sails we need to generate a real invoice.
Answer: From a sales order, there is no method to produce an invoice without creating and confirming a pick demand. You can print an order acknowledgment. This can be done from Order Entry. When viewing the order (not in edit mode) you can select the Print Order button in the ribbon to print an order acknowledgment. The order acknowledgment is not an invoice, but it can be used as a Pro Forma Invoice. It details what has been ordered and prints a text document in landscape format.