When the Line Status is "Proforma", you can only print an acknowledgement letter, not an invoice.An acknowledgement letter is a document sent to the customer informing them that their order has been received and entered.
When the Line Status is "Proforma", you can only print an acknowledgement letter, not an invoice.
To print an acknowledgement letter:
1. In the Order Entry screen, select the Tasks tab in the lower-left corner of the screen.
2. Highlight the appropriate order and click Print/Reprint Acknowledgement from the Work with Orders task category.
The Acknowledgement letter prints automatically.
3. When the acknowledgment letter opens, you have the option of emailing the letter to the ship-to customer. To do, from the Report task category, click Email Report.
The ship-to customer's primary email address will default into the TO field. If you have enabled Personify to use Outlook, the email will open in Outlook. Otherwise, the standard Personify email window will display.
See also: ORD660 - Batch Invoices