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