Proforma invoice / Sales invoice

[mkrmpartsla186]

Hello there.

I have a problem in magento 2, I see that magento can send only sales invoice and credit note. 

This is not proper way of paper generation what we need. 

By law we need 3 paper generation:

1. Proforma invoice
2. Credit note
3. Sales invoice

Once order received and paid, magento should generate and send proforma invoice to the customer. For example, if in the order are 10 unique positions and 2 of them being removed from order by customer request or for the reason that we can't get these positions, we should issue credit note and refund these 2 positions. After, when order is ready and packed, we need to generate final sales invoice to put inside the box and for accountancy. 

I've spent 2 days reading google and adobe addon market, can't find any solution. 

Any suggestions or opinions from your community side please? 

[mkrmpartsla186]

Anyone?

[toniagency82ed · Accepted solution]

What you are describing doesn't exist out of the box. 

Usually payment gateways will automatically issue an invoice in Magento when the amount is captured.

The closest thing to what you describe would be to set the payment gateway to authorize only on order creation.

Use the order email itself as a "proforma invoice".

Then once you negotiate the actual line items with the customer, just partially invoice the items that need to be invoiced and trigger capture and then ship them.

That partial invoice is your actual invoice for the order in this case.

[mkrmpartsla186]

Hi there, thank you for your reply. 

And actually yes, few days ago figured this out and accepted as temporary solution. At least for first period of time. 

[adnrewdavi1673]

Totally agree—Magento should support proforma invoices out of the box, it's a real gap. We've had to use third-party modules or custom dev to get around it. Would be great if Adobe added native support for all three documents. You're not alone in this, hope a solid solution comes up soon! for more visit :https://wednesdayaddamscostume.shop/collections/morticia-addams-costume

[jameswillibc86]

I’m facing the same issue and totally agree—proforma invoices are a must in many regions. It’s frustrating Magento doesn’t support it natively. the grinch costume adults custom module might be the only way for now. Would love to see an official solution or solid extension for this.

[steveharine3f5]

I totally understand the frustration! Magento should definitely have support for proforma invoices out of the box. I’ve had to use third-party extensions for this in the past. Hopefully, Adobe or someone in the community comes up with a solid solution soon! for more visit :https://halloweensquishmallows.net/