Printing a Proforma Invoice

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Posted on by Sami_29

Hi All

I have been using D365 FinOps for a few years now and I have noticed that to send a ProForma Invoice to a customer who is payment upfront, you firstly need to approve the order (release on credit limit screen). The whole point of a ProForma is that the customer hasn't yet paid so this doesn't make sense to me. Is there a setting that needs configuring to be able to send these without the need for approval?

Any help would be greatly appreciated.

Thanks

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Charlotte X on at

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Hi Sami,

As far as I know, approval is a required step. If you find this step inconvenient, you can set up a workflow to complete it automatically.

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