Resources > Objects > Work Order > Creating a Proforma Invoice
Creating a Proforma Invoice
To generate a Proforma invoice:
1. In the Work Order Detail area, click Generate Invoice WO in the Wizard toolbar.
The Proforma Invoice Details and Invoice Lines are displayed in the appropriate areas.
2. If you click Generate Proforma Invoice and the invoice is not generated, an inactive error message is displayed. Notify your admin to activate the Proforma Invoice process.
Was this helpful?