Proforma Invoice: A bill of sale is sent to a customer before the item is fulfilled. It will usually contain details such as a description of the items being sold, their price, the total amount payable, etc.
Currently, Netsuite functionality does not use a standard record for “Proforma Invoice”
We can use a sales Orderprint form called Proforma Invoice and generate/print this document. Using this form checked the possibility of changes happening to inventory and GL impact.
We can customize the standard Sales Order Form
Navigate: Customization > Forms > Transaction Forms
Click Customize for Standard Sales Order
Name: Enter Name
Printing Type: Select Basic
Click the Printing Fields tab> Header subtab
Form Title:
-Label: Enter Proforma Invoice> Save
Use this SO form for our transactions