cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get your Payroll questions answered by a QuickBooks Product Manager here - https://intuit.me/31Nl3My
swim4youltd
Level 1

Hi, does anyone know why if I create a proforma invoice all my previous invoices also set to proforma?

 
2 REPLIES 2
JessT
QuickBooks Team

Hi, does anyone know why if I create a proforma invoice all my previous invoices also set to proforma?

Hi swim4youltd,

 

Creating a proforma invoice is not an option in QuickBooks Online. As a workaround, you can create an estimate template and name the form as Proforma Invoice.

 

  1. Open the estimate transaction.
  2. Click Customise and choose Edit current.
  3. Click New Style to create one.
  4. Name the template to something like Estimate as Proforma Invoice.
  5. Click the Content bar and the Header section of the previewed estimate on the right.
  6. Go to the Form section on the left and change the form name to Proforma Invoice.
  7. Click Done.

 

To use the template, you can just create another estimate or edit the one you have. Then, click Customise and choose the one for proforma invoices.

 

Let me know if you have other questions in mind. Have a good day!

Fiat Lux - ASIA
Level 15

Hi, does anyone know why if I create a proforma invoice all my previous invoices also set to proforma?

@swim4youltd 

You need an additional app to create a proforma invoice and a commercial invoice separately.

 

Proforma Invoice and Commercial Invoice.jpg

Need to get in touch?

Contact us