How to issue a Pre-invoice based on a Proforma invoice and link both documents
Created:
2021-07-26
Last updated: 2021-11-09
Last updated: 2021-11-09
Post view count: 1229
You can issue a Proforma invoice, make a similar one based on it and then save the similar one as a Prepayment invoice.
1. First, click Add similar in the top menu of Proforma invoice.
2. Then create a Pre-invoice invoice from it.
3. In this way, the footer will display information about the association between the two documents.
A similar issue can be found here - How to issue a final invoice from a proforma invoice and link it to multiple prepayment invoices
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