Create a pro forma invoice

This seems such a simple question, but I can’t find any information on a method to create a ‘Pro Forma Invoice’ in QuickFile. Any suggestions please?

My default is to create one in a spreadsheet, but there must be a better way.

May be worth looking at this:

If you need help changing the wording to Pro-Forma, then go to ‘Account Settings’ and ‘Invoice customisation’, click on the box ‘Invoice’ and the option is there for you :slight_smile:

1 Like

How brilliantly simple! :smile:

I’ve also just realised that I can change ‘Estimate’ to ‘Quotation’.
Just love QuickFile!


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