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Customize Quotations / Pro Forma / Tax Invoices

Started by dylanphelan, October 24, 2024, 11:06:07 AM

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dylanphelan

I have many customers who don't confirm their orders on the website.
I have to send them a quote.

So I place the order on their behalf on the site.

This isn't ideal as the system then sends them an email with a confirmation of order.

I then change the order to Pending, sending them a notification.

I then print the pending order to PDF and have to use a PDF editor to say 'quotation'.

It would also be useful to force invoice creation as a 'pro forma invoice' and then when the order is shipped, send the 'tax invoice'.

There must be a better way to do this.

Currently on VM 3.8.4

Any suggestions?