How do i create a proforma invoice

It’s great to see today, jan27.

Welcome to the Online Community. You can use the Custom Form Styles feature to create a proforma invoice.

I have a few easy steps to perform this task.  Here’s how:

1. Let’s open the company first and go to the Gear icon to choose Custom Form Styles under Your Company section.
2. Click the New style drop-down and pick Quote from the option.
3. Tap the Design tab to enter the template’s name.
4. Navigate to the Content tab and select Content to view the form’s complete details.
5. Click the header and access the Form section to change the name from Quote to Proforma Invoice.
6. Press Done to save the changes.

For additional resources, the Customize your invoices, estimates, and sales receipts article provides an overview of how to add a brand to your sales forms.

Let me know if you need further assistance while working in QBO. Post a comment below and mention my name. I’ll pop right back in to help you. Enjoy the rest of the day.