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khushboo-mishra-
Level 1

How to make proforma invoice instead of invoice

 
4 Comments 4
RCV
QuickBooks Team
QuickBooks Team

How to make proforma invoice instead of invoice

I've got some steps for you to create a proforma invoice, khushboo-mishra-. 

 

Proforma Invoice is a naming template used upon customizing your invoices. Let's go ahead, create one, and send it to your customers.

  1. Go to the Gear icon.
  2. Under Your Company, select Custom Form Styles.
  3. Click New Styles.
  4. Select Invoice.
  5. On the Content tab, select the top-portion of your invoices.
  6. Under Form, select Form Names.
  7. Enter Proforma Invoice.
  8. Click Done.

You can read through the Customise sales form article for more details about this one. Feel free to visit our Manage Customers and income for more insight about managing your company income and customer transactions.

 

I'd like to know how things going after trying the steps, as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. You have a good one. 

Fiat Lux - ASIA
Level 15

How to make proforma invoice instead of invoice

@khushboo-mishra- 

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 buyers to countersign the Proforma Invoice or Customer Invoice by the system if required.

 

Proforma Invoice and Commercial Invoice.jpg

17345656
Level 1

How to make proforma invoice instead of invoice

IS PROFORMA INVOICE DIFFERENT FROM ESTIMATE

 

Fiat Lux - ASIA
Level 15

How to make proforma invoice instead of invoice

@17345656 

It depends on your needs as I explained in the earlier post.