Pro Forma invoices can be issued based on order or delivery. If you choose delivery, the pro forma can be linked to the final sales invoice through the sub-session “Related Invoices.” However, this requires the sales order step “Release to Sales Order/Schedules to Invoicing” to be a manual step. If it is automated, the order will be sent to Invoicing 360 directly and the link to the final invoice will not be made.
Enterprise Applications
