George4Tacks
Level 15

Historically there have been problems with the proforma process. It is best wait as long as possible to do it. I just proforma clients "As Needed" until at least mid to late January. Be sure to update the 2020 program before using proforma or organizer. The single issue was mentioned quite a while ago. Are you up to date 41.1215

If you are getting errors, wait until the next update and try again. 


Here's wishing you many Happy Returns