Pro forma invoice

How-to
1

Hello,

We need to create a pro-forma invoice which needs to be paid straight away. However, we don’t want the client to have the big red “overdue” marked on the invoice as would happen if we did it the normal way and set the date to be paid on the day it is sent. So how can we go about creating this invoice?

Thanks,
RJ

2

Hi @RJ85

If the due date is the same as the issue date it will mark the invoice as “Due on receipt”.

For a pro-forma, these aren’t officially supported, but you could rename the estimate if needed.

3

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