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Hi, does anyone know why if I create a proforma invoice all my previous invoices also set to proforma?
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Hi swim4youltd,
Creating a proforma invoice is not an option in QuickBooks Online. As a workaround, you can create an estimate template and name the form as Proforma Invoice.
To use the template, you can just create another estimate or edit the one you have. Then, click Customise and choose the one for proforma invoices.
Let me know if you have other questions in mind. Have a good day!
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