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Level 1

Hi There i am trying to find out if it is possible to raise proforma invoices on QB. i have a consignment customer

 
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QuickBooks Team

Hi There i am trying to find out if it is possible to raise proforma invoices on QB. i have a consignment customer

Hi Paula!

 

Currently, the invoice in QuickBooks is for realized sales only, and it's a posting entry. Proforma invoice is different because it's a non-posting entry. 

 

I have a workaround. We can create an estimate template and name it as Proforma Invoice, so it prints that way. An estimate is a non-posting entry.

 

Create an estimate template:

  1. Click the Gear icon and choose Custom Form Styles.
  2. Click New and select Estimate.
  3. You can name the template as Proforma Invoice as well and add the word estimate to remind yourself that this is just an estimate template, acting as a Proforma invoice.
  4. Click the Content bar, click the header section on the previewed estimate on the right, and change the form name to Proforma Invoice.
  5. Click Done to save the template.

After creating the template, create an estimate (+New > Estimate), and select the Proforma Invoice (estimate) template.

 

 

Let me know how this workaround works for you. Have a good one!