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Dynamics 365 CommunityForums Small and medium business | Business Central, N... ProForma Invoice do no...

Small and medium business | Business Central, N...

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ProForma Invoice do not reference shipping charges?

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Posted on by RH

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Hey all,

Quick question on this one. So on the Sales Orders, there's an option to print ProForma invoices which is great.

However, I noticed when adding a G/L Shipping Charge and/or I even tried using Item Charge (Freight) it does not show up on the ProForma Invoice.

I don't see another Report for this and we're having to add those lines manually.

Did any of you figure out how to make these shipping charges show on the ProForma print?

Thanks as always!

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Dynamics 365 Business Central

Microsoft Dynamics NAV

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OussamaSabbouh 11,792 Super User 2026 Season 1 on at

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Hello,

This is mostly standard behavior: the Pro Forma Invoice from a Sales Order is limited and often doesn’t include G/L Account lines or Item Charges (Freight) unless they are considered fully invoiceable (e.g. Qty. to Invoice ≠ 0 and Item Charges are properly assigned). Even then, Pro Forma is inconsistent by design and is really meant as a preview of invoiceable sales lines, not a full commercial document. There’s no separate standard Pro Forma report to fix this; the usual solutions are either customizing the Pro Forma report to include those line types, or using Order Confirmation as the “pro forma”, since it reliably prints all lines including shipping charges.

Regards,

Oussama Sabbouh

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YUN ZHU 98,569 Super User 2026 Season 1 on at

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Hi, hope the following helps.

Dynamics 365 Business Central: How to print all type of lines in standard Pro Forma Invoice report – Customization

https://yzhums.com/50866/

Thanks.

ZHU

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RH 449 on at

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So it appears I have to edit the AL Language and then install the extension?
How do I access the code?

Thanks again.

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