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Can Magento create Pro forma invoices? 
 
shane1090
Jr. Member
 
Total Posts:  6
Joined:  2009-12-15
 

I’ve seen the question asked a few times, and I’ve also seen people talking about Magento being able to do it in 1.4 and above, but i can’t find any instructions as to how to set up this function.

Is it possible to create Pro forma invoices through the Magento system and if so how?

 
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johnchamley
Jr. Member
 
Total Posts:  4
Joined:  2011-08-09
 

I guess the process would be to create an Order without a payment and Leave it on account in the ‘pending’ state.....
A template would then be required to print off the order (PDF and email to customer) with the Document Heading ‘Pro-Forma Number 0000001’ instead of ‘Sales Order Number 000001’

Our shop is setup for credit card payment and so will not allow an order to be processed without card payment.

I guess the solution for this is a custom payment method called ‘ProForma’ that sets the Order into the pending status.
(Maybe this could be hidden in frontend)

You can edit a sales order but it creates a new order with a ‘-1’ post fix but this could then have the correct payment added.

i can also see lots of Quotation Extensions that can be converted into orders but they are as much as £600.....

any better ideas ?

 
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