David_Cree
8 years agoUltimate Partner
Hello mcv
I think that you will find that your issue can be eadily solved.
What I suggest is that open the customisation for your current invoice form and save as with a different name such as PROFORMA INVOICE. Then customise it by removing the field that says "Invoice Type" and in its place put a Text Box that reads "PRO FORMA INVOICE"
Then create a quote and print or email after selecting the Proforma invoice form instead of the usual invoice form.
Cheers
David
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