We use Sage to generate our quotations and once it has been won, we highlight it and 'mark as Won' which turns it into an invoice and drops it into 'Invoices & credits'.
We then want to be able to mark that newly created invoice as a Proforma invoice as it may be from a client who doesn't have a credit account with us.
However, the software doesn't allow you to turn a won quotation into a proforma invoice which we find very surprising given then this seems like a basic requirement and one which many people would require.
This would be useful so that we can clearly see all proforma invoices which we need to chase up to be paid before serviced provided or goods can be delivered. I am trying to encourage my team to do all quoting through sage but this is making adoption really challenging and at the moment we're not really managing it, other than to replicate a proforma from a quote every time we win a quote, which required double handling and defeats the point in using sage to create the quotes in the first place. Please can you rectify this asap.
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