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Level 1

Pro Forma Invoice into Normal Invoice

I have created a Pro Forma Invoice using Custom Templates. 
* Once a customer pays, how does one convert this to a normal Invoice?  
* And how will a Pro Forma Invoice show up in the accounting system?

2 Comments 2

Pro Forma Invoice into Normal Invoice

I can share some information about recording invoices, @PNRA.


Regardless of the format that you're using, if your customers will now pay the invoice that you've sent to them, you'll just have to record an invoice payment to mark it as paid. Here's how to receive and record invoice payments:

  1. Go to the + New button and choose Receive Payment
  2. From the Customer drop-down, select the name of the customer.
  3. Select the payment method from the Payment method drop-down.
  4. From the Deposit to drop-down, select the account you put the payment into. 
  5. In the Outstanding Transactions section, select the checkbox for the invoice your recording payment for.
  6. Click on Save and close once you're done. 

After you process a payment, it'll now mark the invoice as paid and keep your accounting system balanced. 


This connects the payment transaction to the original invoice so your accounts stay balanced.


You can check this article for more information on how to create invoices in QuickBooks Online and on how to record invoice payments in QuickBooks Online


Let me know if you need further help with your invoices in the reply section below. Take care and have a great rest of the day!

Fiat Lux - ASIA
Level 15

Pro Forma Invoice into Normal Invoice


QBO is unable to separate Proforma Invoice and Commercial Invoice. Some of our clients are having an additional app to integrate with their QBO accounts. They will issue a Proforma Invoice before the goods have been produced or delivered and a Commercial Invoice to the buyer after the goods have been delivered or shipped. The commercial invoice confirms the exact quantity of the products that have actually been loaded and shipped. They may ask buyer to countersign the Proforma Invoice or Customer Invoice by the system if required. 


Proforma Invoice and Commercial Invoice.jpg