Proforma invoice for customers

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Posted on by Bharath jain

1,443 Super User 2025 Season 2

Hi Team,

When we create a pro-forma invoice, There is a number that is assigned to each pro-forma invoice, Will this number be stored somewhere.

I know we can edit the proforma invoice and post the same. Once we post, invoice number will be assigned, is there an option in the system where we can link the invoice number against a proforma invoice number.

Regards,

Bharath Jain,

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saurabh bharti 15,039 Moderator on at

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Hi Bharath,

I really doubt we can do so because once the actual invoice is posted it will have final invoice number.

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Bharath jain 1,443 Super User 2025 Season 2 on at

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Hi Saurabh,

Can we achieve this through customization.

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