Proforma invoice based on fee journals that are not posted

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Posted on by Anne.berit.lover

I want to send a proforma invoice to our customer. The proforma invoice is based on fee journals that are not yet posted. Is this possible? Or do the journals have to be posted before I can create a proforma invoice?

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Ludwig Reinhard Microsoft Employee on at

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Hi Anne.berit.lover,

If the fee transactions are not posted you cannot select them in the project invoice proposal form and can consequently not create a proforma invoice.

Best regards,

Ludwig

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