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hello180
Level 1

How do I change an invoice I've already sent into a pro forma, which is what my customer wanted?

I've sent an invoice but it should've been a pro forma. The customer requires the words "Pro Forma" to be visible. I see no way of changing the invoice into a pro forma. How is this done?
3 REPLIES 3
Ashleigh1
QuickBooks Team

How do I change an invoice I've already sent into a pro forma, which is what my customer wanted?

Hello Hello180, 

 

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. 

hello180
Level 1

How do I change an invoice I've already sent into a pro forma, which is what my customer wanted?

Hello,

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.

Fiat Lux - ASIA
Level 15

How do I change an invoice I've already sent into a pro forma, which is what my customer wanted?

@hello180 

Do you need this feature frequently? You may consider having an additional app to integrate with QBO.

 

Proforma Invoice and Commercial Invoice.jpg

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