Welcome to the QuickBooks family, @evelyn9.
I can show you how you can provide your customers with a proforma invoice. Let's first use the Custom form styles feature to create the template.
I have a few easy steps you can follow to perform this task. Here’s how:
- Click the Gear icon, then choose Custom Form Styles.
- Click the New style drop-down and pick Quote from the option.
- Tap the Design tab to enter the template’s name.
- Navigate to the Content tab and select Content to view the form’s complete details.
- Click the header and access the Form section to change the name from Quote to Proforma Invoice.
- Press Done.
Additionally, I recommend the following resource, which contains a further guide about customising sales forms: Customise invoices, quotes, and sales receipts in QuickBooks Online.
Let me know in the comment section below if you have any other questions. Have a great day ahead.