Can we have preview posting like on a sales order

2 votes

Hi there, can we have preview postings like on a Sales Orders so we can see an invoice before it actually gets Invoiced out?

Under consideration Suggested by: David Smith (25 Aug, '23) • Upvoted: 07 Dec, '23 • Comments: 3

Comments: 3

25 Aug, '23
Daren Christoffersen Admin
FYI, the Proforma Report will show you what will be on an invoice based on the cut off date entered into the report request page.

Since we invoice through standard BC Sales processes, we might be able to create the invoice and show preview posting from the sales document. Will test and see if it's possible.
28 Aug, '23
David Smith
Thanks Daren
07 Dec, '23
Dallas
I know you can do print proforma invoice but it would be better to be able to see how it will post and actually look like when billed ( how the sales invoices can be viewed before posting). Also be great to have a better preview posting for Credit memos, rather then test report. Both of these changes would be very beneficial for company's that send invoices for review before invoicing,