I can guide you in customizing your invoice to create a proforma invoice, @newtechsystems84.
You can customize any existing invoice template in QuickBooks so you can create a proforma invoice. Here's how:
You can read through this article to learn more about how you can customize and invoice template: Customise sales form.
Also, I've added these articles for more ideas about how you can create invoice and payments for your customers:
Get back to us here if you have other questions about creating an invoice and other sales forms in QuickBooks. I'm always here to help.
Is this pro-forma taken into account for VAT on the date it is issued? Clients require proforma invoices , but I don't want it to be included in my VAT report until such time as the actual invoice is made out which could be in a month or two.
Thanks for joining this conversation, @Morne.
Yes, you're correct. If the items are VAT included, it will be taken into account on the date it is issued.
You can create an Estimate template and rename it since it's a non-posting transaction. Then, convert it to an invoice in the future.
To create a template, you can follow the steps shared by my colleague above and choose estimate instead of invoice. Once done, here's how to create a proforma:
To convert it to an invoice, here's how:
For more information about setting up estimates in QBO, consider checking out this article: Create and send estimates in QuickBooks Online.
If you have any additional questions or concerns, don't hesitate to leave a comment in this thread. I'll more than happy to help. Enjoy the rest of the day!