Welcome to the Community page,
You can create a custom template and have it labelled as pro forma then just select them template before you sent the invoice off to the customer.
If you go to the cog wheel>custom form styles> new style>invoice>design>in the first box left hand side rename it pro forma >done
Then when you have created an invoice before sending it click on customise at the bottom middle of your page and make sure the pro forma one is ticked then you can save and send it to the customer.
I have done all of this but it is still previewing and printing as a VAT invoice, there's no sign of the words Pro Forma to be seen.
I'm a bit stuck. I'll ask my accountant to fix it.
Thank you for your time.
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