Proforma Invoice

Scenario

User wants to send a Proforma Invoice to their Customer prior to receiving or fulfilling the order. A Proforma Invoice is a preliminary Bill or estimated Invoice which is used to request Payment from the committed buyer for goods or services before they are supplied.

Workaround

The current NetSuite functionality does not use a Proforma Invoice. This is not a standard record available in NetSuite.
 

Usually users use a Sales Order print form which they call Proforma Invoice and generate/print this document.

1. Navigate to Customization > Forms > Transaction Forms
2. Click Customize for Standard Sales Order
3. Name: Enter Name
4. Printing Type: Select Basic
5. Click Printing Fields tab
6. Click Header subtab
7. Form Title: 
   
   • Label: Enter Proforma Invoice
8. Click Save
9. Use this SO form for your transactions