Sending an pro forma invoice to customer

[witte_t]

Hi Guys,

customer asks us to send a pro forma invoice via Peppol to pay the whole invoice in advance.

I do the customzing and adjustments for that but the edocument is always set to "no relevant". Error message told me to make adjustments in method "is relevant" to overwrite the relevance. I also adjust there our coding to set this invoice as relevant but I realize that this method is not called in this case..
In all other documents this method is called and is doing what we expected.

Have anyone an idea if its possible to do this or how to build this?
Other idea is to create a downpayment request in FI and then to send this via Peppol - has anyone there experience?

Thanks and regards
Thorben

[FelipeBorges]

Hi Thorben,

Since a proforma invoice is not a legal document and cannot be used for accounting purposes, this is one possible reason why it is considered as "not relevant". I don't think you can use it for what your client is asking for.

It seems that in this particular case a donwpayment invoice is the better choice.

Yours sincerely,

Felipe