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VikkiAG
Level 2

How to change an Estimate into a Proforma? I've edited the form, changed the name, the preview in settings looks perfect. When raising document it still says Estimate??

 
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Best answer July 31, 2019

Accepted Solutions
TaliaI
QuickBooks Team

How to change an Estimate into a Proforma? I've edited the form, changed the name, the preview in settings looks perfect. When raising document it still says Estimate??

Hello VikkiAG,

 

Could you please go into the Estimate and select Customise at the bottom? Make sure your new template that you have created is selected. Let us know if so.

 

Thanks,

 

Talia

View solution in original post

2 REPLIES 2
TaliaI
QuickBooks Team

How to change an Estimate into a Proforma? I've edited the form, changed the name, the preview in settings looks perfect. When raising document it still says Estimate??

Hello VikkiAG,

 

Could you please go into the Estimate and select Customise at the bottom? Make sure your new template that you have created is selected. Let us know if so.

 

Thanks,

 

Talia

View solution in original post

gs-abacus
Level 1

How to change an Estimate into a Proforma? I've edited the form, changed the name, the preview in settings looks perfect. When raising document it still says Estimate??

Hi, I have just edited the Estimate Template to make the proforma and when I printed the template it comes out just perfect . . . 

however, when I created a "New Estimate" and then "customised" to use the new Proforma Template, when I print the form still has the underlying  "Accepted By" and "Accepted Date" printed on the form. 

 

How do I get rid of these for my Proforma - they do not show on the template